CONFIDENCE WEALTH MANAGEMENT, INC.
CRD #127383 SEC #801-122368 LOS ANGELES, CA 310-824-1000
SEC Registered
Total AUM
$344.2M
Discretionary
$343M
Employees
15
Clients
251
Accounts
1,843
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $344.2M | $343M | $1.2M | 15 | 0 |
| Apr 2025 | $344.2M | $343M | $1.2M | 15 | 0 |
| Apr 2025 | $344.2M | $343M | $1.2M | 15 | 0 |
| Mar 2025 | $344.2M | $343M | $1.2M | 15 | 0 |
| Mar 2025 | $267.1M | $263.8M | $3.3M | 23 | 0 |
| Feb 2025 | $267.1M | $263.8M | $3.3M | 23 | 0 |
| Feb 2025 | $267.1M | $263.8M | $3.3M | 23 | 0 |
| Dec 2024 | $267.1M | $263.8M | $3.3M | 23 | 0 |
| Nov 2024 | $267.1M | $263.8M | $3.3M | 23 | 0 |
| Oct 2024 | $267.1M | $263.8M | $3.3M | 23 | 0 |
| Jun 2024 | $267.1M | $263.8M | $3.3M | 23 | 0 |
| Apr 2024 | $267.1M | $263.8M | $3.3M | 23 | 0 |
| Mar 2024 | $267.1M | $263.8M | $3.3M | 23 | 0 |
| Oct 2023 | $198.1M | $196.4M | $1.7M | 20 | 0 |
| Sep 2023 | $198.1M | $196.4M | $1.7M | 20 | 0 |
| Mar 2023 | $198.1M | $196.4M | $1.7M | 20 | 0 |
| Nov 2022 | $169M | $150.5M | $18.5M | 20 | 0 |
| Oct 2022 | $169M | $150.5M | $18.5M | 20 | 0 |
| Sep 2022 | $169M | $150.5M | $18.5M | 20 | 0 |
| Sep 2022 | $169M | $150.5M | $18.5M | 20 | 0 |
| Jul 2022 | $169M | $150.5M | $18.5M | 20 | 0 |
| Jun 2022 | $169M | $150.5M | $18.5M | 21 | 0 |
| Jun 2022 | $169M | $150.5M | $18.5M | 21 | 0 |
| May 2022 | $169M | $150.5M | $18.5M | 20 | 0 |
| May 2022 | $169M | $150.5M | $18.5M | 20 | 0 |
| Apr 2022 | $169M | $150.5M | $18.5M | 20 | 0 |
| Mar 2022 | $169M | $150.5M | $18.5M | 20 | 0 |
| Dec 2021 | $101.9M | $87.1M | $14.8M | 18 | 0 |
| Dec 2021 | $101.9M | $87.1M | $14.8M | 18 | 0 |
| Nov 2021 | $101.9M | $87.1M | $14.8M | 19 | 0 |
| Aug 2021 | $101.9M | $87.1M | $14.8M | 19 | 0 |
DateMay 2025
Total AUM$344.2M
Discretionary$343M
Non-Disc.$1.2M
Employees15
Clients0
DateApr 2025
Total AUM$344.2M
Discretionary$343M
Non-Disc.$1.2M
Employees15
Clients0
DateApr 2025
Total AUM$344.2M
Discretionary$343M
Non-Disc.$1.2M
Employees15
Clients0
DateMar 2025
Total AUM$344.2M
Discretionary$343M
Non-Disc.$1.2M
Employees15
Clients0
DateMar 2025
Total AUM$267.1M
Discretionary$263.8M
Non-Disc.$3.3M
Employees23
Clients0
DateFeb 2025
Total AUM$267.1M
Discretionary$263.8M
Non-Disc.$3.3M
Employees23
Clients0
DateFeb 2025
Total AUM$267.1M
Discretionary$263.8M
Non-Disc.$3.3M
Employees23
Clients0
DateDec 2024
Total AUM$267.1M
Discretionary$263.8M
Non-Disc.$3.3M
Employees23
Clients0
DateNov 2024
Total AUM$267.1M
Discretionary$263.8M
Non-Disc.$3.3M
Employees23
Clients0
DateOct 2024
Total AUM$267.1M
Discretionary$263.8M
Non-Disc.$3.3M
Employees23
Clients0
DateJun 2024
Total AUM$267.1M
Discretionary$263.8M
Non-Disc.$3.3M
Employees23
Clients0
DateApr 2024
Total AUM$267.1M
Discretionary$263.8M
Non-Disc.$3.3M
Employees23
Clients0
DateMar 2024
Total AUM$267.1M
Discretionary$263.8M
Non-Disc.$3.3M
Employees23
Clients0
DateOct 2023
Total AUM$198.1M
Discretionary$196.4M
Non-Disc.$1.7M
Employees20
Clients0
DateSep 2023
Total AUM$198.1M
Discretionary$196.4M
Non-Disc.$1.7M
Employees20
Clients0
DateMar 2023
Total AUM$198.1M
Discretionary$196.4M
Non-Disc.$1.7M
Employees20
Clients0
DateNov 2022
Total AUM$169M
Discretionary$150.5M
Non-Disc.$18.5M
Employees20
Clients0
DateOct 2022
Total AUM$169M
Discretionary$150.5M
Non-Disc.$18.5M
Employees20
Clients0
DateSep 2022
Total AUM$169M
Discretionary$150.5M
Non-Disc.$18.5M
Employees20
Clients0
DateSep 2022
Total AUM$169M
Discretionary$150.5M
Non-Disc.$18.5M
Employees20
Clients0
DateJul 2022
Total AUM$169M
Discretionary$150.5M
Non-Disc.$18.5M
Employees20
Clients0
DateJun 2022
Total AUM$169M
Discretionary$150.5M
Non-Disc.$18.5M
Employees21
Clients0
DateJun 2022
Total AUM$169M
Discretionary$150.5M
Non-Disc.$18.5M
Employees21
Clients0
DateMay 2022
Total AUM$169M
Discretionary$150.5M
Non-Disc.$18.5M
Employees20
Clients0
DateMay 2022
Total AUM$169M
Discretionary$150.5M
Non-Disc.$18.5M
Employees20
Clients0
DateApr 2022
Total AUM$169M
Discretionary$150.5M
Non-Disc.$18.5M
Employees20
Clients0
DateMar 2022
Total AUM$169M
Discretionary$150.5M
Non-Disc.$18.5M
Employees20
Clients0
DateDec 2021
Total AUM$101.9M
Discretionary$87.1M
Non-Disc.$14.8M
Employees18
Clients0
DateDec 2021
Total AUM$101.9M
Discretionary$87.1M
Non-Disc.$14.8M
Employees18
Clients0
DateNov 2021
Total AUM$101.9M
Discretionary$87.1M
Non-Disc.$14.8M
Employees19
Clients0
DateAug 2021
Total AUM$101.9M
Discretionary$87.1M
Non-Disc.$14.8M
Employees19
Clients0