# CONFIDENCE WEALTH MANAGEMENT, INC.

CONFIDENCE WEALTH MANAGEMENT, INC. of LOS ANGELES, CA is an SEC-registered investment adviser.

## Registration

- CRD: 127383
- Type: SEC-registered investment adviser
- SEC file number: 801-122368
- Location: 10940 WILSHIRE BLVD, SUITE 600, LOS ANGELES, CA, 90024
- Phone: 310-824-1000
- Latest filing: 2026-03-31
- Regulatory AUM: $454.1M
- Discretionary AUM: $384.4M
- Non-discretionary AUM: $69.7M
- Clients: 19
- Accounts: 2,595

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Giselle Casella | CHIEF COMPLIANCE OFFICER | Reno, NV |
| Rem Oculee | CEO; CEO / CCO; CEO, CCO | — |
| Joseph Mathew Patneaude | CHIEF COMPLIANCE OFFICER | — |
| OCULEE REM NMN | CEO; CEO & CHIEF COMPLIANCE OFFICER | — |
| PATNEAUDE JOSEPH MATHEW | CHIEF COMPLIANCE OFFICER | — |
| OCULEE REM | CEO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/127383/brochure
- Similar advisers: https://search.stillhousedata.com/firm/127383/similar
- Related entities: https://search.stillhousedata.com/firm/127383/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/127383

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.