Sensible Money, LLC
Sensible Money, LLC is an SEC-registered wealth manager in Scottsdale, AZ with $742.5M assets under management (AUM, regulatory AUM), +23% over one year. See who owns Sensible Money, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 158641, SEC 801-110039, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $742.5M (2026-03-27)
- Firm type
- Wealth Manager
- Location
- Scottsdale, AZ
- Employees
- 16
- Clients
- 326
- CRD
- 158641
- Ownership
- ANSPACH, DANA, MARIE; Schoenecker, David; MILLER, CALEY, Jared; SHEPARD, AMY, LEIGH
How much AUM does Sensible Money, LLC have?
Sensible Money, LLC reported $742.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Sensible Money, LLC?
Disclosed owners and executives of Sensible Money, LLC include ANSPACH, DANA, MARIE, Schoenecker, David, MILLER, CALEY, Jared, SHEPARD, AMY, LEIGH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.