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SENSIBLE MONEY, LLC
CRD 158641File 801-110039
APPROVED
Retail clients
Custody
Filing as of Mar 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$742.5M
Above cohort median (national)
Discretionary AUM
$742.5M
Clients
326
1,416 accounts
Employees
16
Top 25% of cohort in AZ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Mar 22, 2017
- Principal office
- 4200 N MARSHALL WAY, SUITE 2, SCOTTSDALE, AZ, 85251
- Phone
- 480-719-7290
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $742.5M
- Discretionary AUM
- $742.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,416
- Non-discretionary accounts
- 0
- Total accounts
- 1,416
- AUM per client
- $2.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 2 | $1.7M |
| High net worth individuals | 220 | $686.4M |
| Individuals (other than high net worth individuals) | 104 | $54.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 17 | 16 | decreased by1 |
| Apr 1, 2026 | Clients | 304 | 326 | increased by22 |
| Apr 1, 2026 | AUM | $603,666,166 | $742,532,213 | increased by$138,866,047 |
| Apr 1, 2026 | Accounts | 1,329 | 1,416 | increased by87 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 13 | 17 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 227 | 304 | increased by77 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $405,671,398 | $603,666,166 | increased by$197,994,768 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 919 | 1,329 | increased by410 |
| Mar 1, 2022 | Employees | 10 | 13 | increased by3 |
| Mar 1, 2022 | Clients | 183 | 227 | increased by44 |
| Mar 1, 2022 | AUM | $307,501,218 | $405,671,398 | increased by$98,170,180 |
| Mar 1, 2022 | Accounts | 743 | 919 | increased by176 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SENSIBLE MONEY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SENSIBLE MONEY” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.