Confidence Wealth Management, LLC

Confidence Wealth Management, LLC (CRD# 127383) is a financial advisory firm headquartered in Los Angeles, CA. They manage $17,216,099 in 171 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    171
    ACCOUNTS
  • Average Account Value
    $100,679
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Confidence Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Silvia B. Chi
CRD#: 5148881
11911 San Vicente Blvd, Suite 255, Los Angeles, CA 90049
93
Wealthminder
score

Silvia Chi (CRD# 5148881) is an Investment Advisor Representative working at Confidence Wealth Management, LLC in Los Angeles, CA and has over 10 years of experience in the finance industry.

2
Crystal Oculee
CRD#: 5730390
11911 San Vicente Blvd, Suite 255, Los Angeles, CA 90049
93
Wealthminder
score

Crystal Oculee (CRD# 5730390) is an Investment Advisor Representative working at Confidence Wealth Management, LLC in Los Angeles, CA and has over 7 years of experience in the finance industry.

3
Rem Oculee
CRD#: 2129026
10940 Wilshire Blvd., Suite 1600, Los Angeles, CA 90024
93
Wealthminder
score

Rem Oculee (CRD# 2129026) is an Investment Advisor Representative working at Confidence Wealth Management, LLC in Los Angeles, CA and has over 27 years of experience in the finance industry.

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