Rem Oculee has been CEO, CCO of Confidence Wealth Management since July 2002, is a control person of the firm and directly owns 75% or more of it.
Confidence Wealth Management, Inc. is a Los Angeles, CA firm with $454M under management, 743 clients and 8 advisers across 2 offices, as of its March 2026 filing.
Rem Oculee is Founder and CEO of Confidence Wealth Management. His 30 years of experience in business and finance inform the firm's approach to private wealth management.
- – present · 23 yearsAdviser representative · Firm CRD 127383
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 21 May 2001 |
| Series 24 | General Securities Principal Examination | 28 October 1998 |
| Series 63 | Uniform Securities Agent State Law Examination | 12 April 1991 |
| Series 7 | General Securities Representative Examination | 16 March 1991 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 2129026
- Firm
- Confidence Wealth Management · CRD 127383
- Role
- CEO, CCO
- Registration
- Investment adviser registration
- In the industry since
- December 2002
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- icwm.com
Where does Rem Oculee work?
Rem Oculee has been CEO, CCO of Confidence Wealth Management, Inc. since July 2002, and is a control person of the firm.
Is Rem Oculee a financial advisor?
Yes. Rem Oculee has a current investment-adviser registration, through Confidence Wealth Management since December 2002.
How many years of experience does Rem Oculee have?
Rem Oculee has 23 years in the financial industry, since December 2002, across 1 adviser firm.
What exams has Rem Oculee passed?
Rem Oculee has passed 4 licensing exams: the Series 7, Series 63, Series 24 and Series 66. The earliest, the Series 7, was passed in March 1991.
Is Rem Oculee registered with FINRA?
No. Rem Oculee has no current broker registration.
How can I verify Rem Oculee’s record?
Search CRD 2129026 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Rem Oculee’s full registration record.