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Confidence Wealth Management, Inc.

Confidence Wealth Management, Inc.. CRD 127383

Confidence Wealth Management, Inc. logo

CRD: 127383

Confidence Wealth Management, Inc.

LOS Angeles, CA, 90024
3108241000
icwm.com
$454.1M Total AUM
$384.4M Disc. AUM
34.5% 3Y CAGR
19 Employees
743 ADV. Clients
23 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Fidelity/NFS
Clients
Retail and Institutional
Platforms
Vertex signalUnison +more
Established Date
12-04-2002
Office Locations
7

Office Locations

10940 Wilshire Blvd Suite 600 LOS Angeles CA
21250 Hawthorne Blvd STE 500 Torrance CA
-- Fountain Valley CA

About Confidence Wealth Management, Inc.

Confidence Wealth Management is an SEC-registered RIA providing custom wealth management and financial planning for high-net-worth individuals, business owners, and families navigating legacy and liquidity events. The firm delivers integrated personal and business strategies, including its Business Exit Architecture, with a conservative income-oriented investment approach. Investment advice is separate from its affiliated insurance agency; custody includes Schwab and Fidelity/NFS.

Team overview

35 AVG AGE
$56.8M AVG AUM / ADVISOR
$611.1K AVG AUM / CLIENT
8.7 yrs AVG TENURE
19 Employees
8 Advisory Reps
8 RIA Reps
23yrs Firm Age

Insights

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Asset Classes

Foundation matrix Meridian harbor Frontier Harbor vital Value harbor

Client Personas

Horizon harbor Pathway alpha

Custodian

Atlas Vital crest Alpha vector

Investment Themes

Zenith momentum Insight glacier Vital insight Alpha value Ember Quantum glacier

Investment Vehicles

Pathway alpha

Platform

Oak legacy

Services

Focus Oak pathway Foundation fusion Prime Vector Fusion Bridge North Glacier vital Quantum Ridge legacy

Technology

Glacier delta Summit north Legacy prime Matrix peak

Owner & Executives

R

REM OCULEE

Chief Compliance Officer, Chief Executive Officer, Private Wealth Advisor

CRD
#2129026
Ownership
75% or more
(215) 418-2416
optima.crest@zenithcapital.com
in linkedin.com/in/value-wave

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Contacts

S

SILVIA BORA CHI

Wealth Advisor

CRD
#5148881
(841) 224-3212
optima.vertex@valuecapital.com
in linkedin.com/in/frontier-horizon
JAMES ANDERSON EGERSTROM

JAMES ANDERSON EGERSTROM

Advisor

CRD
#6225590
(727) 669-7563
crest.fusion@capitalcapital.com
in linkedin.com/in/momentum-crest
E

Eagle insight

Pathway unison

CRD
#51356
(267) 603-1573
legacy.prime@embercapital.com
in linkedin.com/in/alpha-eagle

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-07-2022
10-17-2023
12-20-2024
05-28-2025
03-31-2026
Category Assets AVG. Account size
Discretionary $384,386,986 $150,327
Non-Discretionary $69,673,534 $1,833,514
Total $454,060,520 $174,975

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Separately Managed Accounts

Total SMA Asset: $454,060,520

$454.1M Total SMA
Public Funds:
25.6%
Equity - Exchange:
8.5%
Cash:
10.0%
Corporate - Investment Grade:
9.4%
Municipal Bonds:
24.6%
Private Funds:
21.9%
Asset class Assets Assets %
Public Funds $403,547,805 25.6%
Equity - Exchange $133,990,482 8.5%
Cash $157,635,862 10.0%
Corporate - Investment Grade $148,177,710 9.4%
Municipal Bonds $387,784,219 24.6%
Private Funds $345,222,537 21.9%
Total $1,576,358,615 100.0%

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