James
Mirenda
Wealthcare Capital Management LLC
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About this Advisor
James Mirenda is a certified financial planner based out of East Dorset, Vermont who has 11 years of industry experience. Mirenda is on the advisory team at Wealthcare Capital Management LLC. They have spent their entire career at Wealthcare Capital Management Llc. Mirenda holds Series 63 and Series 66 licenses, designating them as a securities broker, and is able to operate in Vermont. Wealthcare Capital Management LLC is a registered investment business based in Richmond, VA. It has offices in 18 locations and a total of 59 financial advisors. It manages $3 billion in total assets between its 11,094 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises 13 charitable organizations. Of its 11,094 customer accounts, 15% are held by high-net-worth clients who have at least $1 million in assets. The business has a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management largely vary depending on which services the firm provides the client. However, fees billed by Wealthcare Capital Management LLC can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealthcare Capital Management LLC Brokerage Details
$2,603,042,487
59
11,094
$234,635
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
James Mirenda Work History
James has been registered as a financial advisor for 11 years.*
Wealthcare Capital Management, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of James Mirenda to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wealthcare Capital Management LLC
Richmond, VA
West Chester, PA
Richmond, VA
Richmond, VA
East Dorset, VT
Claremont, CA
Fort Mill, SC
Richmond, VA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
