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CONFIDENCE WEALTH MANAGEMENT, INC.
CRD 127383File 801-122368
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$454.1M
Above cohort median (national)
Discretionary AUM
$384.4M
Non-discretionary $69.7M
Clients
743
2,595 accounts
Employees
19
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Sep 27, 2021
- Principal office
- 10940 WILSHIRE BLVD, SUITE 600, LOS ANGELES, CA, 90024
- Phone
- 310-824-1000
- Website
- https://icwm.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $454.1M
- Discretionary AUM
- $384.4M
- Non-discretionary AUM
- $69.7M
- Discretionary accounts
- 2,557
- Non-discretionary accounts
- 38
- Total accounts
- 2,595
- AUM per client
- $611K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $45K |
| High net worth individuals | 191 | $299.5M |
| Pension and profit sharing plans | Fewer than 5 | $2.8M |
| Individuals (other than high net worth individuals) | 546 | $151.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 15 | 19 | increased by4 |
| Apr 1, 2026 | Clients | 681 | 743 | increased by62 |
| Apr 1, 2026 | AUM | $344,241,463 | $454,060,520 | increased by$109,819,057 |
| Apr 1, 2026 | Accounts | 1,843 | 2,595 | increased by752 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 20 | 15 | decreased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 387 | 681 | increased by294 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $169,039,441 | $344,241,463 | increased by$175,202,022 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,163 | 1,843 | increased by680 |
| Aug 1, 2022 | Employees | 21 | 20 | decreased by1 |
| Jul 1, 2022 | Employees | 20 | 21 | increased by1 |
| Apr 1, 2022 | Employees | 18 | 20 | increased by2 |
| Apr 1, 2022 | Clients | 306 | 387 | increased by81 |
| Apr 1, 2022 | AUM | $101,905,506 | $169,039,441 | increased by$67,133,935 |
| Apr 1, 2022 | Accounts | 768 | 1,163 | increased by395 |
| Jan 1, 2022 | Employees | 19 | 18 | decreased by1 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CONFIDENCE WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CONFIDENCE WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.