Confidence Wealth Management, Inc.

Firm record

As recorded in SEC IAPD

Firm CRD

127383

SEC number

801-122368

Firm type

RIA

Assets under management

$454.1M as of Mar 31, 2026

Website

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

Phone

310-824-1000

Address

10940 Wilshire Blvd, Los Angeles, CA, 90024

Advisors at this firm

9 in our index · page 1 of 1

• Silvia Bora ChiCRD 5148881 · Fountain Valley, CA
  IA Registered
• James Anderson EgerstromCRD 6225590 · Torrance, CA
  IA RegisteredRegistration inactive
• Brian William GilroyCRD 6052011 · St. Augustine, FL
  IA RegisteredRegistration inactive
• Christopher Thomas KrugCRD 6697390 · Robinsville, NJ
  IA RegisteredRegistration inactive
• David Christopher LauritzenCRD 5555281 · Los Angeles, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Yim Ming NgCRD 6908451 · Los Angeles, CA
  IA Registered
• Rem OculeeCRD 2129026 · Los Angeles, CA
  IA Registered
• Crystal OculeeCRD 5730390 · Los Angeles, CA
  IA Registered
• Sergio Barajas TorresCRD 7542816 · Las Vegas, NV
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.