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).

Current Firm Details
170 S Green Valley Pkwy, Suite 300, Henderson, NV 89012
https://www.facebook.com/confidencewealth
By the Numbers
  • Total Assets Under Management
    267
    MILLION
  • Total Number of Accounts
    1,820
    ACCOUNTS
  • Average Account Value
    $146,775
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AZ, CA, CO, FL, NJ, NV, PA, TX, VA, WA

Financial Advisors at Confidence Wealth Management, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Silvia Chi, financial advisor Henderson NV
Silvia B. Chi
CRD#: 5148881
170 S Green Valley Pkwy, Suite 300, Henderson, NV 89012

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.

2
James Egerstrom, financial advisor Torrance CA
James A. Egerstrom
CRD#: 6225590
21250 Hawthorne Blvd, Ste 500, Torrance, CA 90503

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.

3
David Lauritzen, financial advisor Henderson NV
David C. Lauritzen
CRD#: 5555281
170 S Green Valley Pkwy, Suite 300, Henderson, NV 89012

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.

4
Yim Ming Ng, financial advisor Henderson NV
Yim Ming Ng
CRD#: 6908451
170 S Green Valley Pkwy, Suite 300, Henderson, NV 89012

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.

5
Crystal Oculee, financial advisor Henderson NV
Crystal Oculee
CRD#: 5730390
170 S Green Valley Pkwy, Suite 300, Henderson, NV 89012

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.

6
Rem Oculee, financial advisor Henderson NV
Rem Oculee
CRD#: 2129026
170 S Green Valley Pkwy, Suite 300, Henderson, NV 89012

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.

7
Daniel Tafoya, financial advisor Colorado Springs CO
Daniel F. Tafoya
CRD#: 5456641
Colorado Springs, CO

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.

8
Craig Johnson, financial advisor Henderson NV
Craig R. Johnson
CRD#: 7824630
170 S Green Valley Pkwy, Suite 300, Henderson, NV 89012

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.

9
Sergio Torres, financial advisor Henderson NV
Sergio B. Torres
CRD#: 7542816
170 S Green Valley Pkwy, Suite 300, Henderson, NV 89012

Sergio Torres (CRD# 7542816) is an Investment Advisor Representative working at Confidence Wealth Management, LLC in Henderson, NV and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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