CENTERED WEALTH, LLC
Legal name: MILLER EQUITY CAPITAL ADVISORS
CRD #141343 SEC #801-117916 IRVING, TX (972) 490-4345
SEC Registered Disclosures
Total AUM
$402.5M
Discretionary
$402.5M
Employees
6
Clients
26
Accounts
258
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $402.5M | $402.5M | $0 | 6 | 0 |
| Dec 2024 | $362M | $362M | $0 | 5 | 0 |
| May 2024 | $362M | $362M | $0 | 5 | 0 |
| Mar 2024 | $362M | $362M | $0 | 5 | 0 |
| Mar 2023 | $322.1M | $322.1M | $0 | 2 | 0 |
| Nov 2022 | $138.4M | $138.4M | $0 | 2 | 0 |
| Mar 2022 | $138.4M | $138.4M | $0 | 2 | 0 |
| Mar 2021 | $115.6M | $115.6M | $0 | 2 | 9 |
| Jun 2020 | $113.1M | $113.1M | $0 | 2 | 0 |
| Jun 2020 | $113.1M | $113.1M | $0 | 2 | 0 |
| Mar 2020 | $113.1M | $113.1M | $0 | 2 | 0 |
| Dec 2019 | $108.4M | $105.8M | $2.6M | 2 | 0 |
| Mar 2012 | $14.6M | $11.5M | $3.1M | 1 | 11 |
| Feb 2012 | $14.6M | $11.5M | $3.1M | 1 | 11 |
| Mar 2011 | $45.9M | $41.5M | $4.4M | 5 | -- |
DateMar 2025
Total AUM$402.5M
Discretionary$402.5M
Non-Disc.$0
Employees6
Clients0
DateDec 2024
Total AUM$362M
Discretionary$362M
Non-Disc.$0
Employees5
Clients0
DateMay 2024
Total AUM$362M
Discretionary$362M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$362M
Discretionary$362M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$322.1M
Discretionary$322.1M
Non-Disc.$0
Employees2
Clients0
DateNov 2022
Total AUM$138.4M
Discretionary$138.4M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$138.4M
Discretionary$138.4M
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$115.6M
Discretionary$115.6M
Non-Disc.$0
Employees2
Clients9
DateJun 2020
Total AUM$113.1M
Discretionary$113.1M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$113.1M
Discretionary$113.1M
Non-Disc.$0
Employees2
Clients0
DateMar 2020
Total AUM$113.1M
Discretionary$113.1M
Non-Disc.$0
Employees2
Clients0
DateDec 2019
Total AUM$108.4M
Discretionary$105.8M
Non-Disc.$2.6M
Employees2
Clients0
DateMar 2012
Total AUM$14.6M
Discretionary$11.5M
Non-Disc.$3.1M
Employees1
Clients11
DateFeb 2012
Total AUM$14.6M
Discretionary$11.5M
Non-Disc.$3.1M
Employees1
Clients11
DateMar 2011
Total AUM$45.9M
Discretionary$41.5M
Non-Disc.$4.4M
Employees5
Clients--