RIA Intel›Advisers›California›CONFIANZA WEALTH MANAGEMENT LLC

CONFIANZA WEALTH MANAGEMENT LLC

Advisory

CA

Data as of May 22, 2026 · Source: SEC Form ADV

Rank in CA

#5,319

of 5,480 advisers by AUM

Average account

$25K

across 28 accounts

AUM per adviser

$692K

1 advisers

Source: SEC Form ADV. Figures as filed May 22, 2026.

Total AUM

$692K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$692K

Discretionary AUM$692K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients14

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

14 clients

The full client-type breakdown and the share of AUM each category represents.

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