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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-22-2011
- Office Locations
- 5
Office Locations
About Sensible Money, LLC
Sensible Money, LLC is an RIA offering a structured "Juicing" planning process delivered through strategy meetings, proprietary modeling, and written reports, with ongoing all-inclusive financial planning for households with $1M+ investable assets. The team coordinates with clients' CPAs and attorneys and supports portfolio construction across ETFs, mutual funds, and fixed income (Schwab custodied).
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DANA MARIE ANSPACH
Chief Compliance Officer, Managing Member
- CRD
- #2585909
- Ownership
- 75% or more
CALEY Jared MILLER
Financial Planner, Partner
- CRD
- #6663528
- Ownership
- 5% but less than 10%
Showing 2 of 4 owners & executives
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TABITHA N DALY
Executive Financial Planner
- CRD
- #7136015
Paul Escarcega
--
- CRD
- #8051509
Showing 2 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $742,532,213 | $524,387 |
| Non-Discretionary | $0 | -- |
| Total | $742,532,213 | $524,387 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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