Alexis Miranda
Ducere Wealth Management · Las Vegas, Nevada
Alexis Miranda is a fee-only financial advisor at Ducere Wealth Management in Las Vegas, Nevada, who holds the CFP credential. Alexis charges a percentage of assets (1% a year on the first tier of assets managed and typically works with clients with $5,000,000 or more) and focuses on founders (pre-exit), retirement planning and estate & legacy planning.
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Specialties
Who they serve
- Founders
- High earners
- Mid-life transitions
- Multi-generational families
- Real estate investors
Facts
| Firm | Ducere Wealth Management |
|---|---|
| Based in | Las Vegas, Nevada |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed · Typically works with clients with $5,000,000 or more |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $503.8M across 478 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NV · CRD 7796311 |
| Exams passed | Series 65 (2023) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.ducerewealth.com |
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Questions about Alexis
Is Alexis Miranda a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alexis holds no broker registration, and Ducere Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alexis charge for financial advice?
Alexis charges a percentage of assets.
How much does Alexis charge?
According to Ducere Wealth Management's website, checked October 30, 2026: 1% a year on the first tier of assets managed; typically works with clients with $5,000,000 or more.
Does Alexis work with clients virtually?
Yes. Ducere Wealth Management says on its website that it works with clients remotely.
Where is Alexis Miranda based?
Alexis Miranda is based in Las Vegas, Nevada.
What does Alexis specialize in?
Alexis's specialties include founders (pre-exit), retirement planning, estate & legacy planning, tax planning and real estate investors. Alexis works with founders, high earners, mid-life transitions, multi-generational families and real estate investors.
What credentials does Alexis Miranda hold?
Alexis Miranda holds the CFP credential.
Is Alexis Miranda registered with the SEC?
Yes. Alexis Miranda is registered as an investment adviser representative in NV (CRD 7796311), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Ducere Wealth Management manage?
Ducere Wealth Management reports $503.8M across 478 accounts in assets under management.
How do I contact Alexis Miranda?
Through Alexis's website, www.ducerewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Ducere Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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