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SENSIBLE MONEY, LLC
CRD 158641 · SEC 801-110039
4200 N MARSHALL WAY, SUITE 2, SCOTTSDALE, AZ, 85251, United States
Phone
480-719-7290
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$742.5M
Discretionary AUM
$742.5M
Team
16 total employees; 8 advisory reps; 55 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 104 | $54.4M |
| High net worth individuals | 220 | $686.4M |
| Charitable organizations | 2 | $1.7M |
States served
AZ, CA, GA, IL, LA, MA, NE, NJ, NC, OH, PA, SC, VA, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD