|
⚲
|
| Sensible Money LLC
✚
|
|
|---|---|
| CRD # | 158641 |
| SEC # | 801-110039 |
| CIK # | 0001965229 |
| AUM | $742.5 M (2026-03-27) |
| Employees | 16 (50% Investors, 0% Brokers) |
| Phone | 480-719-7290 |
| Address | 4200 N Marshall Way Scottsdale, AZ 85251 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 3.9 | ||
| Freeport McMoran Copper & Gold Inc | 2.3 | ||
| Alphabet Inc | 1.4 | ||
| Microsoft Corp | 0.9 | ||
| Alphabet Inc | 0.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 104 | 54.4 |
| (b) Individuals (high net worth individuals) | 220 | 686.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 1.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,416 | 742.5 |
| By Discretionary | ||
| Discretionary | 1,416 | 742.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,416 | 742.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 742.5 | |
| Total | 1,416 | 742.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001965229] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Beacon Global Advisor Network LLC
✚
|
GA | 0.7 |
|
Campbell Deegan Wealth Management LLC
✚
|
VA | 0.7 |
|
Carr Financial Group Corporation
✚
|
MA | 0.7 |
|
Aegis Wealth Management LLC
✚
|
MD | 0.7 |
|
Kendall Capital Management
✚
|
MD | 0.7 |
|
Interchange Capital Partners LLC
✚
|
PA | 0.7 |
|
Absolute Capital Management LLC
✚
|
PA | 0.7 |
|
Gradient Capital Advisors LLC
✚
|
CA | 0.7 |
|
The August Group Capital Limited
✚
|
0.7 | |
|
Bayshore Asset Management LLC
✚
|
FL | 0.7 |