CENTERED WEALTH, LLC

MILLER EQUITY CAPITAL ADVISORS
IRVING, Texas·2 registered advisors·CRD# 141343
SEC# 801-1179161(972) 490-4345
01

Firm Overview

AUM
$362M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at CENTERED WEALTH, LLC

2 registered advisors
Donna Elizabeth Miller
IRVING, Texas
Mark Anthony Miller
IRVING, Texas
05

Office Locations

IRVING, Texas
2 advisors

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Data sourced from SEC Form ADV filings. CENTERED WEALTH, LLC (CRD# 141343) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.