Overview
Assets Under Management: $604 million
Headquarters: SCOTTSDALE, AZ
High-Net-Worth Clients: 189
Average Client Assets: $3 million
Frequently Asked Questions
SENSIBLE MONEY, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #158641), SENSIBLE MONEY, LLC is subject to fiduciary duty under federal law.
SENSIBLE MONEY, LLC is headquartered in SCOTTSDALE, AZ.
SENSIBLE MONEY, LLC serves 189 high-net-worth clients according to their SEC filing dated December 08, 2025. View client details ↓
According to their SEC Form ADV, SENSIBLE MONEY, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
SENSIBLE MONEY, LLC manages $604 million in client assets according to their SEC filing dated December 08, 2025.
According to their SEC Form ADV, SENSIBLE MONEY, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 189
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.14
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,329
Discretionary Accounts: 1,329
Regulatory Filings
CRD Number: 158641
Filing ID: 2032256
Last Filing Date: 2025-12-08 11:57:04
Website: 4