Sensible Money, LLC
● SEC registered since 2017CRD 158641SEC# 801-110039Scottsdale, AZ
Reg. AUM
$742.5M
Employees
16
Accounts
1,416
Location
Scottsdale, AZ
Sensible Money, LLC assets under management
Sensible Money, LLC is an investment advisory firm registered with the SEC based in Scottsdale, AZ. The firm has been registered since 2017. It reports $742.5 million in regulatory assets under management and employs 16 people.
Sensible Money, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Amy Leigh Shepard | Member | 5-10% | 2022 |
| Caley Jared Miller | Member | 5-10% | 2022 |
| Dana Marie Anspach Control | Managing Member/Chief Compliance Officer | Over 75% | 2011 |
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Join to unlock · $37/moFrequently asked questions
How much does Sensible Money, LLC manage?
Sensible Money, LLC reports $742.5 million in regulatory assets under management on its Form ADV.
How many employees does Sensible Money, LLC have?
Sensible Money, LLC reports 16 employees.
Where is Sensible Money, LLC located?
Sensible Money, LLC is based in Scottsdale, AZ and has been SEC-registered since 2017.
Does Sensible Money, LLC disclose fund performance?
Sensible Money, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4200 N Marshall Way, Suite 2, Scottsdale, AZ 85251 |
| Phone | 480-719-7290 |
| Office hours | 9:00-5:00 |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$742.5M▲ 23%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 39%
Larger than 61% of 16,271 advisers
EmployeesTop 29%
More than 71% of 16,825 advisers
Assets under management
$742.5Mregulatory AUM
Discretionary $742.5M