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SENSIBLE PORTFOLIOS, LLC

· CRD 121045 · IAPD ↗ · sensibleportfolios.com · 775-323-1488

$194.7MRegulatory AUM
2Advisory reps
2Employees
0Clients
26-50Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2026 — SENSIBLE PORTFOLIOS, LLC reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
42
February 2026 — SENSIBLE PORTFOLIOS, LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
April 2025 — SENSIBLE PORTFOLIOS, LLC notice-filed in WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
July 2024 — SENSIBLE PORTFOLIOS, LLC (location n/a) is newly SEC-registered with $156.5M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.