Sieben Wealth Planning LLC
Sieben Wealth Planning LLC is an SEC-registered ria with $161.2M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Sieben Wealth Planning LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 315368, SEC 801-122180, data through 2026-02-24.
- AUM (assets under management / regulatory AUM)
- $161.2M (2026-02-24)
- Firm type
- Ria
- Employees
- 2
- Clients
- 86
- CRD
- 315368
- Ownership
- SIEBEN, DAVID, MICHAEL; WINN, CHRISTOPHER, EDWARD; RIA VENTURES, LLC
How much AUM does Sieben Wealth Planning LLC have?
Sieben Wealth Planning LLC reported $161.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-24).
Who owns Sieben Wealth Planning LLC?
Disclosed owners and executives of Sieben Wealth Planning LLC include SIEBEN, DAVID, MICHAEL, WINN, CHRISTOPHER, EDWARD, RIA VENTURES, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.