$691.6K Total AUM
$691.6K Disc. AUM
-- 3Y CAGR
1 Employees
14 ADV. Clients
2 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-19-2024
- Office Locations
- 1
Office Locations
-- Vista CA
About Confianza Wealth Management
Confianza Wealth Management provides personalized financial planning for high-income, first-time wealth builders with under $500k in assets, with help on cash flow, budgeting, debt payoff, and implementing automated wealth-building strategies across tiered service levels. Veteran-owned firm that also publishes a podcast and newsletter for ongoing education and outreach.
Team overview
-- AVG AGE
$691.6K AVG AUM / ADVISOR
$49.4K AVG AUM / CLIENT
2.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
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Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
Gerardo Garcia Jr
Chief Compliance Officer
- CRD
- #7251932
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $691,606 | -- |
| Non-Discretionary | $0 | -- |
| Total | $691,606 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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