# Confidence Wealth Management, Inc.

> Confidence Wealth Management, Inc. is an SEC-registered investment advisory firm in Los Angeles, CA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 127383
- Filed as: CONFIDENCE WEALTH MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Los Angeles, CA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/127383
- AdvisorCensus page: https://advisorcensus.com/firm/confidence-wealth-management-inc-los-angeles-ca-127383

## Quick answers

**How is Confidence Wealth Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Confidence Wealth Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Confidence Wealth Management, Inc. located?**
Confidence Wealth Management, Inc.'s principal office is in Los Angeles, CA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Confidence Wealth Management, Inc. registered with the SEC or a state?**
Confidence Wealth Management, Inc. is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 127383.

**How much does Confidence Wealth Management, Inc. manage?**
Confidence Wealth Management, Inc. reports $454,060,520 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (85% discretionary).

**How have Confidence Wealth Management, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Confidence Wealth Management, Inc.: Regulatory assets under management: $101,905,506 in the October 2021 data and $454,060,520 in the October 2026 data, up 346%. Total employees: 19 in October 2021 and 19 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Confidence Wealth Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (546); high net worth individuals (191); pension and profit sharing plans (but not the plan participants or government pension plans) (4).

**Which custodians does Confidence Wealth Management, Inc. use?**
Confidence Wealth Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Confidence Wealth Management, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/127383

**Does Confidence Wealth Management, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "CWM does not have an account minimum requirement."

**What changed in Confidence Wealth Management, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 12 to 8. Regulatory assets under management went from $344,241,463 to $454,060,520 (+32%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: None

> CWM does not have an account minimum requirement.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $454,060,520
- Discretionary: $384,386,986
- Non-discretionary: $69,673,534

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 546 | $151,750,382 |
| High net worth individuals | 191 | $299,511,347 |
| 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 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $2,753,391 |
| Charitable organizations | 2 | $45,400 |
| 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: 2021 (5 years)
- Employees: 19 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AL, AZ, CA, CO, FL, MI, NC, NJ, NV, PA, TX, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Torrance, CA

### Websites listed on Form ADV (Item 1.I)
- icwm.com
- Facebook @confidencewealth
- Instagram @confidence.wealth
- LinkedIn @confidence-wealth
- Pinterest @confidencewealth
- X @confidenceWM
- YouTube @icwm

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $101,905,506 | 19 | August 24, 2021 |
| October 2022 | $169,039,441 | 20 | September 15, 2022 |
| October 2023 | $198,064,318 | 20 | September 12, 2023 |
| October 2024 | $267,130,014 | 23 | June 4, 2024 |
| October 2025 | $344,241,463 | 15 | May 28, 2025 |
| October 2026 | $454,060,520 | 19 | March 31, 2026 |

Regulatory assets under management: $101,905,506 in the October 2021 data and $454,060,520 in the October 2026 data, up 346%.
Total employees: 19 in October 2021 and 19 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 12 to 8.
- Regulatory assets under management went from $344,241,463 to $454,060,520 (+32%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Confidence Wealth Management, Inc. (CRD 127383): Form ADV filing data as of October 2026.