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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between May 28, 2025 and March 31, 2026, reported AUM increased 31.9%, from $344.2M to $454.1M.
Across 5 reported observations, AUM increased 168.6% between November 7, 2022 and March 31, 2026, from $169.0M to $454.1M.
Of the latest reported AUM, 84.7% is discretionary and 15.3% is non-discretionary.
The firm reports 8 advisory representatives and 743 clients, or 92.9 clients per representative. That equates to $611.1K in reported AUM per client.
The profile lists 7 reported office locations and 23 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Confidence Wealth Management, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
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
SMA allocation detail is available
Confidence Wealth Management, Inc. has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.