Confidence Wealth Management Revenue
Investment Management • 
Henderson, Nevada, United States • 11-20 Employees
Confidence Wealth Management revenue & valuation
| Annual revenue | $1,625,545 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $5,300,000 |
| Total funding | No funding |
Key Contacts at Confidence Wealth Management
Brooke White
Assistant To Chief Executive Officer
Rem Oculee
Founder And Ceo
Company overview
| Headquarters | 170 S Green Valley Pkwy, Suite 300, Henderson, Nevada 89012, US |
| Phone number | +13108241000 |
| Website | |
| NAICS | 5231 |
| Founded | 2002 |
| Employees | 11-20 |
| Socials |
Confidence Wealth Management Email Formats
Confidence Wealth Management uses 3 email formats. The most common is {first initial} (e.g., j@icwm.com), used 84.6% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@icwm.com | 84.6% |
{first initial}.{last name} | j.doe@icwm.com | 7.7% |
{first name} | john@icwm.com | 7.7% |
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/
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Confidence Wealth Management has 10 employees across 6 departments.
Departments
Number of employees
Funding Data
Confidence Wealth Management has never raised funding before.
Confidence Wealth Management Tech Stack
Discover the technologies and tools that power Confidence Wealth Management's digital infrastructure, from frameworks to analytics platforms.
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