CONFIDENCE WEALTH MANAGEMENT, INC.
CRD #127383 SEC #801-122368 LOS ANGELES, CA 310-824-1000
SEC Registered
Total AUM
$344.2M
Discretionary
$343M
Employees
15
Clients
251
Accounts
1,843
Firm Details
- Organization Type
- Corporation
- State of Formation
- Nevada
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 28, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CASELLA, GISELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PATNEAUDE, JOSEPH, MATHEW | I | CHIEF COMPLIANCE OFFICER | NA | |
| PATNEAUDE, JOSEPH, MATHEW | I | CHIEF COMPLIANCE OFFICER | NA | |
| PATNEAUDE, JOSEPH, MATHEW | I | CHIEF COMPLIANCE OFFICER | NA | |
| PATNEAUDE, JOSEPH, MATHEW | I | CHIEF COMPLIANCE OFFICER | NA | |
| PATNEAUDE, JOSEPH, MATHEW | I | CHIEF COMPLIANCE OFFICER | NA | |
| PATNEAUDE, JOSEPH, MATHEW | I | CHIEF COMPLIANCE OFFICER | NA | |
| PATNEAUDE, JOSEPH, MATHEW | I | CHIEF COMPLIANCE OFFICER | NA | |
| PATNEAUDE, JOSEPH, MATHEW | I | CHIEF COMPLIANCE OFFICER | NA | |
| PATNEAUDE, JOSEPH, MATHEW | I | CHIEF COMPLIANCE OFFICER | NA | |
| PATNEAUDE, JOSEPH, MATHEW | I | CHIEF COMPLIANCE OFFICER | NA | |
| PATNEAUDE, JOSEPH, MATHEW | I | CHIEF COMPLIANCE OFFICER | NA | |
| PATNEAUDE, JOSEPH, MATHEW | I | CHIEF COMPLIANCE OFFICER | NA | |
| PATNEAUDE, JOSEPH, MATHEW | I | CHIEF COMPLIANCE OFFICER | NA | |
| PATNEAUDE, JOSEPH, MATHEW | I | CHIEF COMPLIANCE OFFICER | NA | |
| PATNEAUDE, JOSEPH, MATHEW | I | CHIEF COMPLIANCE OFFICER | NA | |
| PATNEAUDE, JOSEPH, MATHEW | I | CHIEF COMPLIANCE OFFICER | NA | |
| PATNEAUDE, JOSEPH, MATHEW | I | CHIEF COMPLIANCE OFFICER | NA | |
| OCULEE, REM | I | CEO | E | Control |
| OCULEE, REM | I | CEO | E | Control |
| OCULEE, REM | I | CEO | E | Control |
| OCULEE, REM | I | CEO | E | Control |
| OCULEE, REM | I | CEO | E | Control |
| OCULEE, REM | I | CEO | E | Control |
| OCULEE, REM | I | CEO | E | Control |
| OCULEE, REM | I | CEO / CCO | E | Control |
| OCULEE, REM | I | CEO / CCO | E | Control |
| OCULEE, REM | I | CEO / CCO | E | Control |
| OCULEE, REM | I | CEO / CCO | E | Control |
| OCULEE, REM | I | CEO / CCO | E | Control |
| OCULEE, REM | I | CEO | E | Control |
| OCULEE, REM | I | CEO, CCO | E | Control |
| OCULEE, REM, NMN | I | CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| OCULEE, REM, NMN | I | CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| OCULEE, REM, NMN | I | CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| OCULEE, REM, NMN | I | CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| OCULEE, REM, NMN | I | CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| OCULEE, REM, NMN | I | CEO | E | Control |
| OCULEE, REM, NMN | I | CEO | E | Control |
| OCULEE, REM, NMN | I | CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| OCULEE, REM, NMN | I | CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| OCULEE, REM, NMN | I | CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| OCULEE, REM, NMN | I | CEO | E | Control |
| OCULEE, REM, NMN | I | CEO | E | Control |
| OCULEE, REM, NMN | I | CEO | E | Control |
| OCULEE, REM, NMN | I | CEO | E | Control |
| OCULEE, REM, NMN | I | CEO | E | Control |
| OCULEE, REM, NMN | I | CEO | E | Control |
| OCULEE, REM, NMN | I | CEO | E | Control |
| OCULEE, REM, NMN | I | CEO | E | Control |
Registrations
Federal
IA
May 28, 2025 REGISTERED
Notice Filings (14)
AK AL AZ CA CO FL MI NC NJ NV PA TX VA WA
Address
10940 WILSHIRE BLVDSUITE 600
LOS ANGELES, CA 90024
United States
Phone: 310-824-1000