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SENSIBLE WEALTH MANAGEMENT, INC.

CRD 288885

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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United States

Registration

— (—)

Source

State registered

Total AUM

$54K

Discretionary AUM

$54K

Team

1 total employees; 1 advisory reps

Clients

—

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-19

Disciplinary history

No

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Services

Portfolio management (individuals)Pension consultingSelection of other advisersGENERAL CONSULTING SERVICES

Client types

TypeClientsAUM
Individuals1$54K

All web addresses on file

Official SEC filing: View on IAPD