# Confianza Wealth Management

> Confianza Wealth Management is a state-registered investment advisory firm in Vista, CA, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 22, 2026.

- CRD: 330322
- Filed as: CONFIANZA WEALTH  MANAGEMENT
- Legal name: Confianza Wealth Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Vista, CA
- Filing period: October 2026
- Form ADV filing dated: May 22, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/330322
- AdvisorCensus page: https://advisorcensus.com/firm/confianza-wealth-management-vista-ca-330322

## Quick answers

**How is Confianza Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Confianza Wealth Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Confianza Wealth Management located?**
Confianza Wealth Management's principal office is in Vista, CA, according to its Form ADV.

**Is Confianza Wealth Management registered with the SEC or a state?**
Confianza Wealth Management is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 330322.

**How much does Confianza Wealth Management manage?**
Confianza Wealth Management reports $691,606 in regulatory assets under management in its Form ADV filing dated May 22, 2026 (100% discretionary).

**What types of clients does Confianza Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (14).

**Does Confianza Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/330322

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $691,606
- Discretionary: $691,606
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 14 | $691,606 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- confianzawealth.com
- open.spotify.com/show/5vkwbrR16BpbhjpALL2iWh
- Facebook @gerardo.j.garcia.14
- Instagram @itsbiancaariana
- Instagram @wealthwithjerry
- LinkedIn @gerardo-garciajr
- TikTok @wealthwithjerry
- YouTube @wealthwithjerry

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Confianza Wealth Management (CRD 330322): Form ADV filing data as of October 2026.