Confidence Wealth Management, Inc.
Confidence Wealth Management, Inc. is an SEC-registered mass-market adviser in Los Angeles, CA with $454.1M assets under management (AUM, regulatory AUM), +32% over one year. See who owns Confidence Wealth Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 127383, SEC 801-122368, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $454.1M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Los Angeles, CA
- Employees
- 19
- Clients
- 743
- CRD
- 127383
- Ownership
- PATNEAUDE, JOSEPH, MATHEW; OCULEE, REM, NMN; OCULEE, REM
How much AUM does Confidence Wealth Management, Inc. have?
Confidence Wealth Management, Inc. reported $454.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Confidence Wealth Management, Inc.?
Disclosed owners and executives of Confidence Wealth Management, Inc. include PATNEAUDE, JOSEPH, MATHEW, OCULEE, REM, NMN, OCULEE, REM. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.