Alfredo Miranda
Cantata Wealth Management · Denver, Colorado
Alfredo Miranda is a fee-only financial advisor at Cantata Wealth Management in Denver, Colorado. Cantata Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Alfredo →
Facts
| Firm | Cantata Wealth Management |
|---|---|
| Based in | Denver, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $101.1M across 115 accounts |
| SEC registration | Investment adviser representative in CA, CO, TX · CRD 6439462 |
| Exams passed | Series 65 (2015) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | cantatawealth.com |
How Alfredo's firm compares
- Cantata Wealth Management's average account is about $879,000, from its Form ADV (assets managed divided by 115 accounts).
Request an introduction to Alfredo
Tell Alfredo a little about what you're looking for. Alfredo isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Alfredo
Is Alfredo Miranda a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alfredo holds no broker registration, and Cantata Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alfredo charge for financial advice?
Alfredo's firm, Cantata Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Alfredo Miranda based?
Alfredo Miranda is based in Denver, Colorado.
Is Alfredo Miranda registered with the SEC?
Yes. Alfredo Miranda is registered as an investment adviser representative in CA, CO and TX (CRD 6439462), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cantata Wealth Management manage?
Cantata Wealth Management reports $101.1M across 115 accounts in assets under management.
How do I contact Alfredo Miranda?
Through Alfredo's website, cantatawealth.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
- 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.
See something wrong? Request a correction. Read our methodology.