| 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 |
Centered Wealth, LLC reports $402.5 million in regulatory assets under management on its Form ADV.
Centered Wealth, LLC reports 6 employees.
Centered Wealth, LLC is based in Irving, TX.
Centered Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 5605 N. MacArthur Blvd., Suite 860, Irving, TX 75038 |
| Office hours | By Appointment |
| Discloses disciplinary history | Yes |
| Discretionary | $402.5M |
| Non-discretionary | $0 |
| Total (RAUM) | $402.5M |