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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Vertex signalUnison
- Established Date
- 12-04-2002
- Office Locations
- 7
Office Locations
About Confidence Wealth Management, Inc.
Confidence Wealth Management is an SEC-registered RIA providing custom wealth management and financial planning for high-net-worth individuals, business owners, and families navigating legacy and liquidity events. The firm delivers integrated personal and business strategies, including its Business Exit Architecture, with a conservative income-oriented investment approach. Investment advice is separate from its affiliated insurance agency; custody includes Schwab and Fidelity/NFS.
Team overview
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Platform
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Owner & Executives
REM OCULEE
Chief Compliance Officer, Chief Executive Officer, Private Wealth Advisor
- CRD
- #2129026
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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SILVIA BORA CHI
Wealth Advisor
- CRD
- #5148881
JAMES ANDERSON EGERSTROM
Advisor
- CRD
- #6225590
Eagle insight
Pathway unison
- CRD
- #51356
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $384,386,986 | $150,327 |
| Non-Discretionary | $69,673,534 | $1,833,514 |
| Total | $454,060,520 | $174,975 |
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Separately Managed Accounts
Total SMA Asset: $454,060,520
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $403,547,805 | 25.6% |
| Equity - Exchange | $133,990,482 | 8.5% |
| Cash | $157,635,862 | 10.0% |
| Corporate - Investment Grade | $148,177,710 | 9.4% |
| Municipal Bonds | $387,784,219 | 24.6% |
| Private Funds | $345,222,537 | 21.9% |
| Total | $1,576,358,615 | 100.0% |