SENSIBLE MONEY, LLC
CRD #158641 SEC #801-110039 SCOTTSDALE, AZ 480-719-7290
SEC Registered
Total AUM
$603.7M
Discretionary
$603.7M
Employees
17
Clients
251
Accounts
1,329
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $603.7M | $603.7M | $0 | 17 | 35 |
| Apr 2025 | $603.7M | $603.7M | $0 | 17 | 35 |
| Mar 2025 | $603.7M | $603.7M | $0 | 17 | 35 |
| Jun 2024 | $515.5M | $515.5M | $0 | 16 | 66 |
| May 2024 | $515.5M | $515.5M | $0 | 16 | 66 |
| Feb 2024 | $515.5M | $515.5M | $0 | 16 | 66 |
| Jan 2024 | $422.2M | $422.2M | $0 | 14 | 66 |
| Jan 2024 | $422.2M | $422.2M | $0 | 14 | 66 |
| May 2023 | $422.2M | $422.2M | $0 | 14 | 66 |
| Mar 2023 | $422.2M | $422.2M | $0 | 14 | 66 |
| Jun 2022 | $405.7M | $405.7M | $0 | 13 | 85 |
| Apr 2022 | $405.7M | $405.7M | $0 | 13 | 85 |
| Feb 2022 | $405.7M | $405.7M | $0 | 13 | 85 |
| Jan 2022 | $307.5M | $307.5M | $0 | 10 | 26 |
| Mar 2021 | $307.5M | $307.5M | $0 | 10 | 26 |
| Jun 2020 | $242.4M | $242.4M | $0 | 10 | 25 |
| Mar 2020 | $242.4M | $242.4M | $0 | 10 | 25 |
| May 2019 | $175M | $175M | $0 | 9 | 0 |
| Mar 2019 | $175M | $175M | $0 | 9 | 174,965,169 |
| Feb 2019 | $158.2M | $158.2M | $0 | 9 | 0 |
| Nov 2018 | $158.2M | $158.2M | $0 | 9 | 0 |
| Sep 2018 | $158.2M | $158.2M | $0 | 9 | 0 |
| Sep 2018 | $158.2M | $158.2M | $0 | 9 | 0 |
| May 2018 | $158.2M | $158.2M | $0 | 9 | 0 |
| Apr 2018 | $158.2M | $158.2M | $0 | 9 | 0 |
| Mar 2018 | $158.2M | $158.2M | $0 | 9 | 0 |
| May 2017 | $115.5M | $115.5M | $0 | 7 | 100 |
| May 2017 | $115.5M | $115.5M | $0 | 7 | 100 |
| May 2017 | $115.5M | $115.5M | $0 | 7 | 100 |
| Apr 2017 | $115.5M | $115.5M | $0 | 7 | 100 |
| Feb 2017 | $115.5M | $115.5M | $0 | 7 | 100 |
DateDec 2025
Total AUM$603.7M
Discretionary$603.7M
Non-Disc.$0
Employees17
Clients35
DateApr 2025
Total AUM$603.7M
Discretionary$603.7M
Non-Disc.$0
Employees17
Clients35
DateMar 2025
Total AUM$603.7M
Discretionary$603.7M
Non-Disc.$0
Employees17
Clients35
DateJun 2024
Total AUM$515.5M
Discretionary$515.5M
Non-Disc.$0
Employees16
Clients66
DateMay 2024
Total AUM$515.5M
Discretionary$515.5M
Non-Disc.$0
Employees16
Clients66
DateFeb 2024
Total AUM$515.5M
Discretionary$515.5M
Non-Disc.$0
Employees16
Clients66
DateJan 2024
Total AUM$422.2M
Discretionary$422.2M
Non-Disc.$0
Employees14
Clients66
DateJan 2024
Total AUM$422.2M
Discretionary$422.2M
Non-Disc.$0
Employees14
Clients66
DateMay 2023
Total AUM$422.2M
Discretionary$422.2M
Non-Disc.$0
Employees14
Clients66
DateMar 2023
Total AUM$422.2M
Discretionary$422.2M
Non-Disc.$0
Employees14
Clients66
DateJun 2022
Total AUM$405.7M
Discretionary$405.7M
Non-Disc.$0
Employees13
Clients85
DateApr 2022
Total AUM$405.7M
Discretionary$405.7M
Non-Disc.$0
Employees13
Clients85
DateFeb 2022
Total AUM$405.7M
Discretionary$405.7M
Non-Disc.$0
Employees13
Clients85
DateJan 2022
Total AUM$307.5M
Discretionary$307.5M
Non-Disc.$0
Employees10
Clients26
DateMar 2021
Total AUM$307.5M
Discretionary$307.5M
Non-Disc.$0
Employees10
Clients26
DateJun 2020
Total AUM$242.4M
Discretionary$242.4M
Non-Disc.$0
Employees10
Clients25
DateMar 2020
Total AUM$242.4M
Discretionary$242.4M
Non-Disc.$0
Employees10
Clients25
DateMay 2019
Total AUM$175M
Discretionary$175M
Non-Disc.$0
Employees9
Clients0
DateMar 2019
Total AUM$175M
Discretionary$175M
Non-Disc.$0
Employees9
Clients174,965,169
DateFeb 2019
Total AUM$158.2M
Discretionary$158.2M
Non-Disc.$0
Employees9
Clients0
DateNov 2018
Total AUM$158.2M
Discretionary$158.2M
Non-Disc.$0
Employees9
Clients0
DateSep 2018
Total AUM$158.2M
Discretionary$158.2M
Non-Disc.$0
Employees9
Clients0
DateSep 2018
Total AUM$158.2M
Discretionary$158.2M
Non-Disc.$0
Employees9
Clients0
DateMay 2018
Total AUM$158.2M
Discretionary$158.2M
Non-Disc.$0
Employees9
Clients0
DateApr 2018
Total AUM$158.2M
Discretionary$158.2M
Non-Disc.$0
Employees9
Clients0
DateMar 2018
Total AUM$158.2M
Discretionary$158.2M
Non-Disc.$0
Employees9
Clients0
DateMay 2017
Total AUM$115.5M
Discretionary$115.5M
Non-Disc.$0
Employees7
Clients100
DateMay 2017
Total AUM$115.5M
Discretionary$115.5M
Non-Disc.$0
Employees7
Clients100
DateMay 2017
Total AUM$115.5M
Discretionary$115.5M
Non-Disc.$0
Employees7
Clients100
DateApr 2017
Total AUM$115.5M
Discretionary$115.5M
Non-Disc.$0
Employees7
Clients100
DateFeb 2017
Total AUM$115.5M
Discretionary$115.5M
Non-Disc.$0
Employees7
Clients100