Sieben Wealth Planning LLC
● SEC registered since 2021CRD 315368SEC# 801-122180
Reg. AUM
$161.2M
Employees
2
Accounts
435
Location
—
Sieben Wealth Planning LLC assets under management
Sieben Wealth Planning LLC is an SEC-registered investment adviser. The firm has been registered since 2021. It reports $161.2 million in regulatory assets under management and employs 2 people.
Sieben Wealth Planning LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Michael Sieben Control | Principal And Chief Compliance Officer | Over 75% | 2021 |
Frequently asked questions
How much does Sieben Wealth Planning LLC manage?
Sieben Wealth Planning LLC reports $161.2 million in regulatory assets under management on its Form ADV.
How many employees does Sieben Wealth Planning LLC have?
Sieben Wealth Planning LLC reports 2 employees.
Does Sieben Wealth Planning LLC disclose fund performance?
Sieben Wealth Planning LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 612-720-4637 |
| Office hours | 8:30a.m. To 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$161.2M▲ 15%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 81%
Larger than 19% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$161.2Mregulatory AUM
Discretionary $161.2M