Confidence Wealth Management Revenue and Competitors

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 a California registered investment adviser. Confidence Wealth & Insurance Solutions LLC (CWIS) is licensed under the California Department of Insurance, license no. 0K83183. 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.