Confidence Wealth Management, LLC
Confidence Wealth Management, LLC (CRD# 127383) is a financial advisory firm headquartered in Henderson, NV. They manage $267,130,014 in 1,820 accounts and serve the financial needs of clients across 11 states (or territories).
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Total Assets Under Management267MILLION
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Total Number of Accounts1,820ACCOUNTS
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Average Account Value$146,775
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AZ, CA, CO, FL, NJ, NV, PA, TX, VA, WA
Silvia Chi (CRD# 5148881) is an Investment Advisor Representative working at Confidence Wealth Management, LLC in Henderson, NV and has over 16 years of experience in the finance industry.
James Egerstrom (CRD# 6225590) is an Investment Advisor Representative working at Confidence Wealth Management, LLC in Torrance, CA and has over 10 years of experience in the finance industry.
David Lauritzen (CRD# 5555281) is an Investment Advisor Representative working at Confidence Wealth Management, LLC in Henderson, NV and has over 15 years of experience in the finance industry.
Yim Ming Ng (CRD# 6908451) is an Investment Advisor Representative working at Confidence Wealth Management, LLC in Henderson, NV and has over 5 years of experience in the finance industry.
Crystal Oculee (CRD# 5730390) is an Investment Advisor Representative working at Confidence Wealth Management, LLC in Henderson, NV and has over 13 years of experience in the finance industry.
Rem Oculee (CRD# 2129026) is an Investment Advisor Representative working at Confidence Wealth Management, LLC in Henderson, NV and has over 33 years of experience in the finance industry.
Daniel Tafoya (CRD# 5456641) is an Investment Advisor Representative working at Confidence Wealth Management, LLC in Colorado Springs, CO and has over 15 years of experience in the finance industry.
Craig Johnson (CRD# 7824630) is an Investment Advisor Representative working at Confidence Wealth Management, LLC in Henderson, NV and has 1 year of experience in the finance industry.
Sergio Torres (CRD# 7542816) is an Investment Advisor Representative working at Confidence Wealth Management, LLC in Henderson, NV and has over 2 years of experience in the finance industry.