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Sieben Wealth Planning LLC

● SEC registered since 2021CRD 315368SEC# 801-122180
Export (members)
Reg. AUM
$140M
Employees
2
Accounts
398
Location
—

Sieben Wealth Planning LLC assets under management

Sieben Wealth Planning LLC is an SEC-registered investment adviser. The firm has been registered since 2021. It reports $140 million in regulatory assets under management and employs 2 people.
blueoxwm.comView on SEC.gov ↗

Sieben Wealth Planning LLC owners & executives

1 reported
NameTitleOwnershipSince
David Michael Sieben ControlPrincipal And Chief Compliance OfficerOver 75%2021

Frequently asked questions

How much does Sieben Wealth Planning LLC manage?

Sieben Wealth Planning LLC reports $140 million in regulatory assets under management on its Form ADV.

How many employees does Sieben Wealth Planning LLC have?

Sieben Wealth Planning LLC reports 2 employees.

Does Sieben Wealth Planning LLC disclose fund performance?

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

Contact & registration

Phone612-720-4637
Office hours8:30a.m. To 5:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$140M
Non-discretionary$0
Total (RAUM)$140M