Sensible Money, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

158641

SEC number

801-110039

Firm type

RIA

Assets under management

$742.5M as of Mar 27, 2026

Website

www.sensiblemoney.com ↗

Phone

480-719-7290

Address

4200 N Marshall Way, Scottsdale, AZ, 85251

Advisors at this firm

11 in our index · page 1 of 1

• Dana Marie AnspachCRD 2585909 · Scottsdale, AZ
  IA Registered
  Disclosure event(s) on record
• Tabitha N DalyCRD 7136015 · Scottsdale, AZ
  IA Registered
• Nancy Barton FellingerCRD 2435269 · Pawleys Island, SC
  IA RegisteredRegistration inactive
• Matthew Ryan HersheyCRD 8003438 · Scottsdale, AZ
  IA Registered
• Julio Lopez-BritoCRD 6678829 · Miami, FL
  IA RegisteredRegistration inactive
• Kathleen Kelly MealeyCRD 5838785 · Marblehead, MA
  IA Registered
• Caley Jared MillerCRD 6663528 · Scottsdale, AZ
  IA Registered
• Charles PicerniCRD 7323891 · Scottsdale, AZ
  IA RegisteredRegistration inactive
• Amy Leigh ShepardCRD 6281574 · Scottsdale, AZ
  IA RegisteredRegistration inactive
• Stephanie Kay SchultzCRD 7492255 · Scottsdale, AZ
  IA RegisteredRegistration inactive
• Oscar R Vives OrtizCRD 6439374 · Riverview, FL
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.