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Sensible Money, LLC

● SEC registered since 2017CRD 158641SEC# 801-110039Scottsdale, AZ
Export (members)
Reg. AUM
$603.7M
Employees
17
Accounts
1,329
Location
Scottsdale, AZ

Sensible Money, LLC assets under management

Sensible Money, LLC is an investment advisory firm registered with the SEC based in Scottsdale, AZ. The firm has been registered since 2017. It reports $603.7 million in regulatory assets under management and employs 17 people.

Sensible Money, LLC owners & executives

4 reported
NameTitleOwnershipSince
Amy Leigh ShepardMember5-10%2022
Caley Jared MillerMember5-10%2022
Dana Marie Anspach ControlManaging Member/Chief Compliance OfficerOver 75%2011
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Frequently asked questions

How much does Sensible Money, LLC manage?

Sensible Money, LLC reports $603.7 million in regulatory assets under management on its Form ADV.

How many employees does Sensible Money, LLC have?

Sensible Money, LLC reports 17 employees.

Where is Sensible Money, LLC located?

Sensible Money, LLC is based in Scottsdale, AZ and has been SEC-registered since 2017.

Does Sensible Money, LLC disclose fund performance?

Sensible Money, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4200 N Marshall Way, Suite 2, Scottsdale, AZ 85251
Phone480-719-7290
Office hours9:00-5:00
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$603.7M
Non-discretionary$0
Total (RAUM)$603.7M