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James D Mirenda

Investment adviser representative at Wealthcare Capital Management LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3.9BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

14 years in the industry.

  1. Wealthcare Capital Management, Inc.Aug 2012 to now

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1996
  • Series 66 · Uniform Combined State Law2010

State registrations

Registered as an investment adviser representative in 1 state (VT).

Wealthcare Capital Management LLC

$3.9BAssets managed
5,691Clients
31Advisers
25 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2492770
Firm CRD
111119
Advisor's SEC record (opens in a new tab)
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