Confianza Wealth Management
Firm details
- Headquarters
- ,
- CRD number
- 330322
- Website
- confianzawealth.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Confianza Wealth Management is a California-registered, independent registered investment adviser organized as an LLC and owned by an individual principal. The firm serves individuals and families and bills clients via a mix of asset-based fees and fixed fees. It lists core advisory services as financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. Confianza identifies as a capital allocator but does not characterize itself as an active ESG investor and does not operate as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds73%
- Cash & Cash Equivalents27%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
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Headquartered in , null.
- Office locations