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/
Company Details
- Employees
- 19
- Founded
- -
- Address
- 170 S Green Valley Pkwy,
- Phone
- (310) 824-1000
- he****@****nce.com
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- myconfidence.com
- HQ
- Henderson, Nevada
Confidence Wealth Management Questions
Confidence Wealth Management's helpline number is (310) 824-1000
Confidence Wealth Management's website is myconfidence.com
Confidence Wealth Management's LinkedIn profile is https://www.linkedin.com/company/confidence-wealth
Confidence Wealth Management has
19 employees.
View email and phone details for 19
employees at Confidence Wealth Management.
Confidence Wealth Management's industry is
Investment Management
Confidence Wealth Management's top competitors are
Modern Wealth Management,
Root Financial,
Confidence Wealth Management,
Ironwood Wealth Management, Llc.,
Optivest Wealth Management,
Creative Planning,
Facet,
3rd Delta,
Alloy Wealth Management,
Ep Wealth Advisors.
Confidence Wealth Management's support email address is hello@myconfidence.com
Confidence Wealth Management's categories are Investment Management
Confidence Wealth Management's founding year is 2002
