Confianza Wealth Management

Overview

Confianza Wealth Management operates as an independent registered investment adviser organized as a limited liability company and owned by an individual. Its client focus is individuals and families, and the firm lists financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers among its advisory activities. It describes itself as a capital allocator and charges fees on a percentage-of-AUM basis as well as fixed fees. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives