|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Sensible Money LLC
✚
|
|
|---|---|
| CRD # | 158641 |
| SEC # | 801-110039 |
| CIK # | 0001965229 |
| AUM | $603.7 M (2025-04-30) |
| Employees | 17 (65% Investors, 0% Brokers) |
| Phone | 480-719-7290 |
| Address | 4200 N Marshall Way Scottsdale, AZ 85251 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 6.4 | ||
| Freeport McMoran Copper & Gold Inc | 2.0 | ||
| Microsoft Corp | 1.3 | ||
| Alphabet Inc | 0.9 | ||
| Amazon Com Inc | 0.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 114 | 64.3 |
| (b) Individuals (high net worth individuals) | 189 | 538.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 1.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,329 | 603.7 |
| By Discretionary | ||
| Discretionary | 1,329 | 603.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,329 | 603.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 603.7 | |
| Total | 1,329 | 603.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001965229] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Heron Bay Capital Management LLC
✚
|
MI | 0.6 |
|
Marietta Investment Partners LLC
✚
|
WI | 0.6 |
|
ARK & TLK Investments LLC
✚
|
OK | 0.6 |
|
Kendall Capital Management
✚
|
MD | 0.6 |
|
Safeguard Investment Advisory Group LLC
✚
|
CA | 0.6 |
|
Oak Hill Wealth Advisors LLC
✚
|
VA | 0.6 |
|
Tradewinds Capital Management LLC
✚
|
WA | 0.6 |
|
Little House Capital LLC
✚
|
MA | 0.6 |
|
SkyOak Wealth LLC
✚
|
MI | 0.6 |
|
Truvestments Capital LLC
✚
|
FL | 0.6 |