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Donna Elizabeth Miller

CENTERED WEALTH, LLC·IRVING, Texas
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5605 N. MACARTHUR BLVD., IRVING, TX 75038CRD# 8022870Firm CRD# 141343
01

About

Donna Elizabeth Miller is a registered financial advisor based in IRVING, Texas, affiliated with CENTERED WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CENTERED WEALTH, LLC
MILLER EQUITY CAPITAL ADVISORS
AUM
$362M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at CENTERED WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 8022870
Firm CRD# 141343
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Donna Elizabeth Miller offer?
Donna Elizabeth Miller specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in IRVING, Texas for a consultation.
What are Donna Elizabeth Miller's credentials?
Donna Elizabeth Miller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donna Elizabeth Miller located?
Donna Elizabeth Miller is based in IRVING, Texas, working with CENTERED WEALTH, LLC. Their office serves clients in the IRVING metropolitan area and surrounding communities.
How does Donna Elizabeth Miller charge for services?
Donna Elizabeth Miller's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CENTERED WEALTH, LLC?
CENTERED WEALTH, LLC has approximately 5 employees and manages $362M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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