TrueAdvisor
TrueAdvisor
JM
CFP
JM
CFP

James D Mirenda

Wealthcare Capital Management LLC
21 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningHigh Net Worth
Wealthcare Capital Management LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
34 advisors
Number of Clients
5,066 clients
Average Client Portfolio
$598K average
Assets Under Management
$3.0B

Fee Structure

Location

East Dorset, VT

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Wealthcare Capital Management LLC
August 2012 - Present · 13 yrs 6 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2010 - August 2012 · 2 yrs 6 mos
Manchester Capital Management LLC
October 2001 - December 2007 · 6 yrs 2 mos
Manchester Capital Management LLC
October 2001 - December 2002 · 1 yr 2 mos
State Registrations1 state
VT
Advisor
Exams
No exam information available for this advisor.