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SIEBEN WEALTH PLANNING LLC

· CRD 315368 · IAPD ↗ · blueoxwm.com · 612-720-4637

$161.2MRegulatory AUM
2Advisory reps
2Employees
0Clients
51-100Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
March 2026 — SIEBEN WEALTH PLANNING LLC notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
March 2026 — SIEBEN WEALTH PLANNING LLC now reports custody of client assets ($46.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
55
February 2024 — BLUE OX WEALTH MANAGEMENT LLC is now doing business as SIEBEN WEALTH PLANNING LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM

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