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Inactive

Sergio Barajas Torres

Confidence Wealth Management, Inc.

Los Angeles, CA

Las Vegas, NV

CRD 7542816

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Employer firm

Confidence Wealth Management, Inc. CRD 127383

$454M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Confidence Wealth Management, Inc.

10940 Wilshire Blvd Suite 600, Los Angeles, CA 90024 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
CO RA APP_PEND_IARCE 2026-01-01
NV RA APP_PEND_IARCE 2026-01-01
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01
  • CO RA
    APP_PEND_IARCE
    Since 2026-01-01
  • NV RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

10940 Wilshire Blvd Suite 600, Los Angeles, CA 90024 • United States

Las Vegas, NV • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Givenchy New York NY 08/2015 10/2016
Tiffany & Co New York NY 11/2016 08/2017
Unemployed Denver CO 08/2017 11/2017
Stuart Weitzman Denver CO 11/2017 02/2022
Confidence Wealth Management Henderson NV 04/2022 Present
  • 08/2015 → 10/2016
    Givenchy
    New York, NY
  • 11/2016 → 08/2017
    Tiffany & Co
    New York, NY
  • 08/2017 → 11/2017
    Unemployed
    Denver, CO
  • 11/2017 → 02/2022
    Stuart Weitzman
    Denver, CO
  • 04/2022 → Present
    Confidence Wealth Management
    Henderson, NV
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-05-03
  • S65 Uniform Investment Adviser Law Examination
    2022-05-03

View on SEC IAPD

Nearby Firms

POST ADVISORY GROUP, LLC
WESTMOUNT PARTNERS, LLC
GIDEON CAPITAL, LLC

Nearby Investors

TERRENCE MICHAEL DEMOREST
DIMITRI JIMMY KRIKELAS
CHRISTOPHER MILES WERNER

Nearby Offices

POST ADVISORY GROUP, LLC · LOS ANGELES, CA
WESTMOUNT PARTNERS, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA

More in Los Angeles, CA

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