CONFIDENCE WEALTH MANAGEMENT, INC.

CRD 127383File 801-122368

APPROVED

Retail clients

Custody

Filing as of Mar 31, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$454.1M

Above cohort median (national)

Discretionary AUM

$384.4M

Non-discretionary $69.7M

Clients

743

2,595 accounts

Employees

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://www.linkedin.com/company/confidence-wealth/mycompany/

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.