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SENSIBLE MONEY, LLC

SCOTTSDALE, AZ · CRD 158641 · IAPD ↗ · sensiblemoney.com · 480-719-7290

$742.5MRegulatory AUM
8Advisory reps
16Employees
55Clients
251-500Planning clients
0Private funds
18States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — SENSIBLE MONEY, LLC shrank from 11 to 8 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
45
January 2026 — SENSIBLE MONEY, LLC notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2025 — SENSIBLE MONEY, LLC added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
March 2024 — SENSIBLE MONEY, LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
March 2024 — SENSIBLE MONEY, LLC crossed $500M in regulatory AUM ($422.2M -> $515.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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