Miriam M. Whiteley
Professional summary
Miriam Mckenna Whiteley, CFP®, who also goes by Miriam Mckenna Bush, Miriam Grace Mckenna, Miriam Grace Whiteley, is a registered financial advisor currently at LIFECRAFT FINANCIAL PLANNING, LLC located in Eugene, Oregon and SAX WEALTH ADVISORS, LLC located in Eugene, Oregon.
Miriam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Miriam has worked at 3 firms and has passed the Series 65 exam.
Core Areas of Focus
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Miriam Mckenna Whiteley's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2017
Experience
May 10, 2021 - Present
LIFECRAFT FINANCIAL PLANNING, LLC
Office #1: 4325 Commerce Street Suite 111-411, Eugene, OR 97504March 31, 2026 - Present
SAX WEALTH ADVISORS, LLC
Office #1: 4325 Commerce St Suite 111-411, Eugene, OR 97402February 26, 2016 - January 13, 2021
ROEHL & YI INVESTMENT ADVISORS, LLC
Primary Firm SEC Registration
SAX WEALTH ADVISORS, LLC
CRD#: 119193 / SEC#: 801-68788
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/10/2021)
Current Firm
SAX WEALTH ADVISORS, LLC
CRD#: 119193 / SEC#: 801-68788
Contact information
SEC notice filing (32 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,685 |
| AUM (Assets Under Management) | $ 2,440,851,802 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/21/2025 | ||
| 12/11/2024 | ||
| 01/23/2024 | ||
| 02/21/2023 |
Red Flags
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