CONFIDENCE WEALTH MANAGEMENT, INC.

CONFIDENCE WEALTH MANAGEMENT, INC. of LOS ANGELES, CA is an SEC-registered investment adviser (CRD 127383). Regulatory assets under management: $454.1M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (6)

NameRoleLocation
Giselle CasellaCHIEF COMPLIANCE OFFICERReno, NV
Rem OculeeCEO; CEO / CCO; CEO, CCO
Joseph Mathew PatneaudeCHIEF COMPLIANCE OFFICER
OCULEE REM NMNCEO; CEO & CHIEF COMPLIANCE OFFICER
PATNEAUDE JOSEPH MATHEWCHIEF COMPLIANCE OFFICER
OCULEE REMCEO

Branch offices (2)

CityStateEmployeesPhone
TORRANCECA5310-824-1000
TORRANCECA5310-824-1000

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