Alfredo E. Miranda

CAMDEN WEALTH ADVISORS LLC

HOUSTON, TX

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CRD#: 6439462

Professional summary

Alfredo E Miranda, CIMA® is a registered financial advisor currently at CAMDEN WEALTH ADVISORS LLC located in Houston, Texas and CANTATA WEALTH MANAGEMENT, LLC located in Houston, Texas.

Alfredo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Alfredo has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Camden Wealth Advisors; Investment Related; 1707 1/2 Post Oak Blvd., Houston, Texas 77056; Registered Investment Advisory Firm; ; Investment Advisor Representative; Start : 01/2015; provide Investment Advisory services.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alfredo E Miranda's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CIMA^®

Certified Investment Management Analyst

Experience

Current

February 24, 2015 - Present

CAMDEN WEALTH ADVISORS LLC

RIA

CRD#: 148518

HOUSTON, TX

Current

December 12, 2024 - Present

CANTATA WEALTH MANAGEMENT, LLC

RIA

CRD#: 332526

HOUSTON, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CAMDEN WEALTH ADVISORS LLC

CAMDEN ADVISORS, INC | CAMDEN WEALTH ADVISORS LLC

CRD#: 148518 / SEC#: 801-70004

RIA

Registered Investment Advisory firm - (3/9/2009 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(2/18/2025)

IAR

Texas
(2/24/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/24/2015

Uniform Investment Adviser Law Examination

Current Firm

CAMDEN WEALTH ADVISORS LLC

CAMDEN ADVISORS, INC | CAMDEN WEALTH ADVISORS LLC

CRD#: 148518 / SEC#: 801-70004

RIA

Registered Investment Advisory firm - (3/9/2009 Approved)

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Contact information

Main Address

1707 1/2 Post Oak Boulevard #578, Houston, TX 77056

Mailing Address

Phone number

(713) 341-5312

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CAMDEN WEALTH ADVISORS DISCLOSURE BROCHURE (3/18/2025)

Regulatory assets under management

Total Number of Accounts	518
AUM (Assets Under Management)	$ 340,203,392

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
07/24/2025	Cover Page	Report
09/16/2024	Cover Page	Report
01/09/2024	Cover Page	Report
08/10/2023	Cover Page	Report
10/26/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Alfredo E. Miranda

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alfredo E Miranda's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAMDEN WEALTH ADVISORS LLC

CANTATA WEALTH MANAGEMENT, LLC

Primary Firm SEC Registration

CAMDEN WEALTH ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/24/2015

Current Firm

CAMDEN WEALTH ADVISORS LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CAMDEN WEALTH ADVISORS LLC

TRUST BUT VERIFY

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