SENSIBLE WEALTH MANAGEMENT, INC.

SENSIBLE WEALTH MANAGEMENT, INC. is an SEC-registered investment adviser (CRD 288885). Regulatory assets under management: $54K.

Registration

• CRD: 288885
• Type: Registered investment adviser
• Phone: 917-373-1055
• Latest filing: 2026-03-19
• Regulatory AUM: $54K
• Discretionary AUM: $54K
• Clients: 1
• Accounts: 1

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: High net worth, Pensions, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 288885 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search