RETIRE SENSIBLY LLC

RETIRE SENSIBLY LLC of MERIDIAN, ID is an SEC-registered investment adviser (CRD 292828). Regulatory assets under management: $58.3M.

Registration

• CRD: 292828
• Type: Registered investment adviser
• Location: 135 E. CALDERWOOD DR., MERIDIAN, ID, 83642
• Phone: 2087953446
• Latest filing: 2026-02-21
• Regulatory AUM: $58.3M
• Discretionary AUM: $58.3M
• Clients: 2
• Accounts: 374

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 292828 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search