Confidence Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers. Financial planning was provided to 500 clients last fiscal year.
Confidence Wealth Management reports 743 clients. They include 546 individual clients, 191 high-net-worth individuals, and 4 pension and profit-sharing plans. Of its assets, 84.7% ($384M across 2,557 accounts) are managed with discretion; $69.7M across 38 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 73% | 33% |
| High-net-worth individuals | 26% | 66% |
| Pension and profit-sharing plans | <1% | <1% |
| Charitable organizations | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 546 | $152M | 33.4% | $278K |
| High-net-worth individuals | 191 | $300M | 66.0% | $1.57M |
| Pension and profit-sharing plans | Fewer than 5 | $2.75M | 0.6% | $688K |
| Charitable organizations | Fewer than 5 | $45.4K | 0.0% | $22.7K |
| Total | 743 | $454M | 100% | — |
- Clients
- 546
- Regulatory AUM
- $152M
- AUM share
- 33.4%
- Avg. per client
- $278K
- Clients
- 191
- Regulatory AUM
- $300M
- AUM share
- 66.0%
- Avg. per client
- $1.57M
- Clients
- Fewer than 5
- Regulatory AUM
- $2.75M
- AUM share
- 0.6%
- Avg. per client
- $688K
- Clients
- Fewer than 5
- Regulatory AUM
- $45.4K
- AUM share
- 0.0%
- Avg. per client
- $22.7K
Total
- Clients
- 743
- Regulatory AUM
- $454M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 500
Confidence Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Fixed fee of $2,000 to $50,000 or hourly fee of $350 to $700, negotiable based on scope.
Rem Oculee owns 75% or more of Confidence Wealth Management. It has 19 employees, 8 of them in advisory roles.
Staff
- 19 employees
- 8 in advisory functions
- 8 state-registered reps
- 8 insurance agents
- Owns 75% or more of Confidence Wealth Management, Inc.
Rem Oculee
Control person · since July 2002
Confidence Wealth Management’s regulatory assets grew 2.7× from $169M (July 2022) to $454M (March 2026); clients rose from 387 to 743 and employees fell from 20 to 19.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $454M | 743 | 19 | 2 |
| May 2025May 2025 | $344M | 681 | 15 | 2 |
| Jun 2024June 2024 | $267M | 653 | 23 | 4 |
| Mar 2023March 2023 | $198M | 577 | 20 | 4 |
| Jul 2022July 2022 | $169M | 387 | 20 | 4 |
Besides its headquarters, Confidence Wealth Management has 1 office, with 2 listed addresses in 1 state.
California · 2 listed addresses
- 10940 Wilshire BLVD, Suite 600, Los AngelesHQ
- 21250 Hawthorne BLVD, Torrance
Contact and registration details
- Legal name
- Confidence Wealth Management, Inc.
- Headquarters
- 10940 Wilshire BLVD, Suite 600, Los Angeles, CA 90024
- Website
- icwm.com
- Phone
- 310-824-1000
- @confidence-wealth
- SEC file
- 801-122368
- Structure
- Nevada corporation
- Fiscal year end
- December
Confidence Wealth Management’s named custodian for separately managed accounts is Charles Schwab ($454M). Confidence Wealth Management has custody of $342M for 589 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Omaha, NE · $454M100%
At year end, Confidence Wealth Management’s separately managed accounts were mostly in funds (59%) and stocks (36%).
What the accounts hold
- Stocks36%
- Funds59%
- Registered funds58%
- Pooled vehicles1%
- Bonds2%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash3%
How many clients does Confidence Wealth Management have?
Confidence Wealth Management has 743 clients and manages $454 million for them, as of March 2026. They include 546 individual clients, 191 high-net-worth individuals, and 4 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Confidence Wealth Management offer?
Confidence Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Confidence Wealth Management use?
Confidence Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Omaha, NE), with $454M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026
How many financial advisors does Confidence Wealth Management have?
Confidence Wealth Management has 8 investment adviser representatives registered with state securities authorities, out of 19 employees, and 8 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 8 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Confidence Wealth Management invest in?
At the end of its last fiscal year, Confidence Wealth Management’s separately managed accounts held 58% registered funds (mutual funds, ETFs, BDCs), 36% exchange-traded equities, 3% cash and equivalents, 1% state and local bonds, 1% investment grade corporate bonds and 1% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Confidence Wealth Management?
Confidence Wealth Management’s direct owner is Rem Oculee (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Confidence Wealth Management get paid?
Confidence Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Confidence Wealth Management?
Confidence Wealth Management’s main office is at 10940 Wilshire BLVD, Suite 600, Los Angeles, CA 90024. Its phone number is 310-824-1000. Its website is icwm.com.
