CONFIDENCE WEALTH MANAGEMENT, INC.
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 127383
- Registered since
- September 27, 2021
- Website
- icwm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI65.96%
- Individuals33.42%
- Pension & Profit Sharing Plans0.61%
- Charitable Organizations0.01%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Confidence Wealth Management, Inc. is an independent, SEC-registered registered investment adviser that began registration in 2021 and is owned by an individual. The firm acts as a capital allocator to both individual & family and institutional clients, providing fee-based financial planning and portfolio management for individuals and small businesses. Its advisory services extend to selection of other advisers and pension consulting, and it also operates as an insurance broker. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed fees. The firm does not identify as an active ESG investor.
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 Funds58%
- Exchange Traded Equities36%
- Cash & Cash Equivalents3%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Owners & executives
2 of 2Crystal Oculee
Chief Financial StrategistCRD 5730390
REM OCULEE
Founder & CEOCRD 2129026
Contacts
3 of 7SILVIA CHI
Wealth AdvisorCRD 5148881
Christopher Krug
Portfolio AnalystCRD 6697390
David Lauritzen
Lead Relationship ManagerCRD 5555281
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Los Angeles, CA
LOS ANGELES
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 10940 Wilshire Blvd
- Time zone
- PT (UTC-8)
- Office locations
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