Centered Wealth, LLC
CRD 141343SEC# 801-117916Irving, TX
No longer SEC-registered. Centered Wealth, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$402.5M
Employees
6
Accounts
258
Location
Irving, TX
Centered Wealth, LLC assets under management
Centered Wealth, LLC is a registered investment adviser overseen by the SEC based in Irving, TX. It reports $402.5 million in regulatory assets under management and employs 6 people.
Centered Wealth, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Donna Elizabeth Miller | Member | Under 5% | 2024 |
| Mark Anthony Miller Control | Managing Member & Chief Compliance Officer | Over 75% | 1996 |
| Ncf Charitable Assets Trust | Member | 10-25% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Centered Wealth, LLC manage?
Centered Wealth, LLC reports $402.5 million in regulatory assets under management on its Form ADV.
How many employees does Centered Wealth, LLC have?
Centered Wealth, LLC reports 6 employees.
Where is Centered Wealth, LLC located?
Centered Wealth, LLC is based in Irving, TX.
Does Centered Wealth, LLC disclose fund performance?
Centered Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5605 N. MacArthur Blvd., Suite 860, Irving, TX 75038 |
| Office hours | By Appointment |
| Discloses disciplinary history | Yes |
Regulatory AUM
$402.5MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 54%
Larger than 46% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$402.5Mregulatory AUM
Discretionary $402.5M