SIEBEN WEALTH PLANNING LLC is an SEC-registered investment adviser (CRD 315368). Regulatory assets under management: $161.2M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| David Michael Sieben | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | — |
| WINN CHRISTOPHER EDWARD | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER | — |
| SIEBEN DAVID MICHAEL | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | — |