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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Sensible Financial Planning and Management LLC
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|---|---|
| CRD # | 120766 |
| SEC # | 801-64149 |
| CIK # | 0001567738 |
| AUM | $885.4 M (2025-05-28) |
| Employees | 20 (70% Investors, 0% Brokers) |
| Phone | 781-642-0890 |
| Address | 203 Crescent Street Waltham, MA 02453 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Cabot Corp | 1.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 88 | 44.9 |
| (b) Individuals (high net worth individuals) | 257 | 834.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 5.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,679 | 885.4 |
| By Discretionary | ||
| Discretionary | 1,653 | 868.7 |
| Non-Discretionary | 26 | 16.7 |
| Total | 1,679 | 885.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 885.4 | |
| Total | 1,679 | 885.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001567738] | |
| 13F-NT | [0001567738] |
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|---|---|---|
|
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✚
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IA | 0.9 |
|
Worthpointe LLC
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0.9 | |
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CA | 0.9 |
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CA | 0.9 |
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Granite FO LLC
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CA | 0.9 |
|
Basecamp Wealth Advisors LLC
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WA | 0.9 |
|
Spinnaker Investment Group LLC
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CA | 0.9 |
|
Adamsbrown Wealth Consultants LLC
✚
|
KS | 0.9 |