Confidence Wealth Management
Company Management

Confidence Wealth Management

Investment Management 170 S Green Valley Pkwy 19 employees
Employees
19
Contacts
2
Emails
2
Phones
1

Confidence Wealth Management Overview

Headquarters
170 S Green Valley Pkwy
Phone Number
Available in AeroLeads
Industry
Investment Management
Employees
19
Founded
2002
Company Email
Available in AeroLeads
NAICS
Other Financial Investment Activities
Portfolio Management
All Other Financial Investment Activities

About Confidence Wealth Management

Since July 1990, our founder and CEO Rem Oculee has been in the financial and investment industry. After many years of research and extensive advanced work in the equities markets and equities trade backtesting, he founded in 2002 what is now Confidence Wealth Management. Today, the firm has a stellar industry reputation with over 35 years of combined advisor experience, with a dedicated concierge team and personnel. Confidence Wealth has built its entire infrastructure based on two major principles: helping our clients with advanced planning strategies and connecting them with some of the strongest, most powerful and prestigious financial organizations in the world. Initially privileged to the ultra-wealthy and institutional money managers, we have leveraged our deep-rooted relationships to bring those high-quality connections to you. In doing so, we give our clients access to some of the strongest, exclusive and most prestigious multi-billion-dollar financial organizations—and many of the benefits that come with it. We level the playing field so you have a direct link to some of those top-tier institutional products and services, and receive the quality you deserve. Through our long-standing relationships, we diligently work with these exclusive institutional money managers to ensure your best interest is carried through. Extensive research is done to find the best suited investment strategy, and through it all, we continue to perform our due diligence to ensure it is up to par for our clients’ needs. -- Confidence Wealth Management LLC (CWM) is an SEC registered investment adviser. Confidence Wealth & Insurance Solutions LLC (CWIS) is licensed under the Nevada Department of Insurance, license no. 3647322. CWM and CWIS are two separate affiliated companies. All investment advisory services are provided by CWM and all insurance products and services are provided by CWIS. https://icwm.com/

Confidence Wealth Management Contact Details

People in AeroLeads
3
With contact data
2
Email contacts
2
66.7% coverage
Phone contacts
1
33.3% coverage

Confidence Wealth Management Org Chart

Sample employees and titles
Name Title Contact
David Lauritzen Lead Relationship Manager at Confidence
Email Phone
Christopher Krug, Cfa Chief Investment Officer (CIO)
Email
Michael E Reid, Cpa, Cfa Financial Advisor
View

Employees by Management Level

Manager 4 profiles
Individual contributor 3 profiles
Executive 1 profile
VP / Head 1 profile
Senior / Lead 1 profile
Associate / junior 1 profile

Department Contact Coverage

Department Contacts Email Phone
General 3 3 2
HR 1 1 0

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