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CENTERED WEALTH, LLC
CENTERED WEALTH, LLC
MILLER EQUITY CAPITAL ADVISORS
IRVING, Texas
·
2 registered advisors
·
CRD# 141343
SEC# 801-117916
1
(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 Planning
Investment Management
Wealth Management
04
Advisors at CENTERED WEALTH, LLC
2 registered advisors
Donna Elizabeth Miller
IRVING, Texas
CRD# 8022870
Mark Anthony Miller
IRVING, Texas
CRD# 5212946
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
.