SENSIBLE MONEY, LLC
Adviser information for SENSIBLE MONEY, LLC last updated from Form ADV on February 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Arizona, United States |
Employees
| Total Number of Employees | 16 |
|---|---|
| Investment Advisory/Research | 10 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 10 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,221 | $515.5M |
| Non-Discretionary | 0 | $0 |
| Total | 1,221 | $515.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 176 | $456.7M |
| HNW Individuals | 101 | $57.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $1.7M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 66 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 251-500 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-110039 |
|---|---|
| SEC ERA File Number | 801-110039 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 158641 |
| Legal Entity Identifier | None |
Principal Office
4200 N MARSHALL WAYSUITE 2
SCOTTSDALE
AZ
United States
Monday - Friday, 9:00-5:00
Tel: 480-719-7290, Fax: None
Chief Compliance Officer
DANA ANSPACH
MANAGING MEMBER
4200 N MARSHALL WAY
SUITE 2
SCOTTSDALE
AZ
United States
Tel:
480-719-7290
D***@****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ANSPACH, DANA, MARIE | Individual | – | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | 07/2011 | > 75% |
| MILLER, CALEY, Jared | Individual | – | MEMBER | 01/2022 | 5-10% |
| SHEPARD, AMY, LEIGH | Individual | – | MEMBER | 01/2022 | 5-10% |
| Schoenecker, David | Individual | – | CHIEF OPERATING OFFICER | 09/2023 | < 5% |