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SIEBEN WEALTH PLANNING LLC
CRD 315368 · SEC 801-122180
CA, United States
Phone
612-720-4637
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$161.2M
Discretionary AUM
$161.2M
Team
2 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 49 | $15.7M |
| High net worth individuals | 37 | $145.5M |
States served
CA, CO, MN, TX
All web addresses on file
Official SEC filing: View on IAPD