CONFIDENCE WEALTH MANAGEMENT, LLC

HENDERSON, Nevada·2 registered advisors·CRD# 127383
SEC# 801-1223683310-824-1000
01

Firm Overview

AUM
$267M
Regulatory assets under management
Employees
23
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CONFIDENCE WEALTH MANAGEMENT, LLC

2 registered advisors
Joseph Mathew Patneaude
HENDERSON, Nevada
Rem Oculee
HENDERSON, Nevada
05

Office Locations

HENDERSON, Nevada
2 advisors

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Data sourced from SEC Form ADV filings. CONFIDENCE WEALTH MANAGEMENT, LLC (CRD# 127383) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.