# SENSIBLE MONEY, LLC

SENSIBLE MONEY, LLC of SCOTTSDALE, AZ is an SEC-registered investment adviser.

## Registration

- CRD: 158641
- Type: SEC-registered investment adviser
- SEC file number: 801-110039
- Location: 4200 N MARSHALL WAY, SUITE 2, SCOTTSDALE, AZ, 85251
- Phone: 480-719-7290
- Latest filing: 2026-03-27
- Regulatory AUM: $742.5M
- Discretionary AUM: $742.5M
- Clients: 16
- Accounts: 1,416

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| David Schoenecker | CHIEF OPERATING OFFICER | — |
| Dana Marie Anspach | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| Caley Jared Miller | MEMBER | — |
| Amy Leigh Shepard | MEMBER | — |
| ANSPACH DANA MARIE | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| MILLER CALEY Jared | MEMBER | — |
| SHEPARD AMY LEIGH | MEMBER | — |
| Schoenecker David | CHIEF OPERATING OFFICER | — |


## Disclosures (1)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2014-07-02 | civil | BREACH OF CONTRACT. RETIREE, INC. ALLEGED VIOLATION OF AN APRIL 7, 2011 CONFIDENTIALITY, NON-COMPETE, AND INVENTION OWNERSHIP AGREEMENT WHICH MS. ANSPACH ENTERED INTO PRIOR TO THE FORMATION OF SENSIBLE MONEY, LLC. | Final | $250K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/158641/brochure
- Similar advisers: https://search.stillhousedata.com/firm/158641/similar
- Related entities: https://search.stillhousedata.com/firm/158641/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/158641

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.