CONFIDENCE WEALTH MANAGEMENT, LLC

170 S Green Valley Pkwy
Suite 300
Henderson, Nevada 89012
Tel: 310-824-1000

About CONFIDENCE WEALTH MANAGEMENT, LLC

CONFIDENCE WEALTH MANAGEMENT, LLC, formally registered with the SEC as CONFIDENCE WEALTH MANAGEMENT, LLC. The firm was established in 09/27/2021. They have over 4 offices throughout the country.

CONFIDENCE WEALTH MANAGEMENT, LLC is a Henderson, Nevada based Financial Planning firm with nearly $267,130,014 assets under management, offering retirement planning & investment advisory services to 1820 clients. The firm is staffed with 23 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	127383
SEC#	801-122368
Assets Managed by Firm	$267,130,014
No. of Clients	1820
No. of Advisors	23

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1820	$267,130,014
Individuals (other than high net worth individuals)	338	$54,516,522
High net worth individuals	311	$209,860,101
Pension and profit sharing plans	4	$2,753,391

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THE AMERIFLEX GROUP 8475 W. Sunset Road Suite 101 Las Vegas, NV, 89113	$6,522,387,220	16327	149
THE WEALTH CONSULTING GROUP 8925 West Post Road, 2nd Floor Las Vegas, NV, 89148	$5,194,180,776	21408	264
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