CENTERED WEALTH, LLC of IRVING, TX is an SEC-registered investment adviser (CRD 141343). Regulatory assets under management: $402.5M. This firm reports disciplinary history on Form ADV.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Other.
| Name | Role | Location |
|---|---|---|
| Mark Anthony Miller | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| Donna Elizabeth Miller | MEMBER | — |
| MILLER MARK ANTHONY | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER; SOLE PROPRIETOR & CHIEF COMPLIANCE OFFICER | — |
| MILLER JENNIFER ELIZABETH | MEMBER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| 2007-04-02 | regulatory | ENGAGED IN PROVIDING INVESTMENT ADVICE WITHOUT BEING REGISTERED | Final | $6K |
| 1999-11-11 | regulatory | BY LETTER DATED JUNE 22, 2000, THE TEXAS STATE BOARD OF ACCOUNTACY INFORMED MR. MILLER THAT AS OF NOVEMBER 11, 1999, HIS LICENSE AS A CERTIFIED PUBLIC ACCOUNTANT HAD BEEN REVOKED FOR FAILURE TO OBTAIN A LICENSE TO PRACTICE IN TEXAS FOR A PERIOD OF THREE YEARS. | Final | — |
| City | State | Employees | Phone |
|---|---|---|---|
| TULSA | OK | 1 | (972) 490-4345 |
| TULSA | OK | 1 | (972) 490-4345 |