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Rem Oculee

CONFIDENCE WEALTH MANAGEMENT, LLC·HENDERSON, Nevada
Unclaimed Profile
170 S GREEN VALLEY PKWY, HENDERSON, NV 89012CRD# 2129026Firm CRD# 127383
01

About

Rem Oculee is a registered financial advisor based in HENDERSON, Nevada, affiliated with CONFIDENCE WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CONFIDENCE WEALTH MANAGEMENT, LLC
CONFIDENCE WEALTH MANAGEMENT, LLC
AUM
$267M
Regulatory assets under management
Employees
23
Total firm employees
View all advisors at CONFIDENCE WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2129026
Firm CRD# 127383
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Rem Oculee offer?
Rem Oculee specializes in Financial Planning, Investment Management. Contact their office in HENDERSON, Nevada for a consultation.
What are Rem Oculee's credentials?
Rem Oculee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rem Oculee located?
Rem Oculee is based in HENDERSON, Nevada, working with CONFIDENCE WEALTH MANAGEMENT, LLC. Their office serves clients in the HENDERSON metropolitan area and surrounding communities.
How does Rem Oculee charge for services?
Rem Oculee's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CONFIDENCE WEALTH MANAGEMENT, LLC?
CONFIDENCE WEALTH MANAGEMENT, LLC has approximately 23 employees and manages $267M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Nevada
LAS VEGAS (195)RENO (129)INCLINE VILLAGE (26)SPARKS (7)CARSON CITY (6)
City Guides
LAS VEGAS GuideRENO GuideINCLINE VILLAGE GuideSPARKS GuideCARSON CITY Guide
Research
Advisor Fees in NevadaNational Fee Analysis
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