$53.8K Total AUM
$53.8K Disc. AUM
-- 3Y CAGR
1 Employees
1 ADV. Clients
8 yrs Firm Age
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- Custodian
- Altruist · LPL Financial · Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-29-2017
- Office Locations
- 1
Office Locations
-- Miami FL
About Sensible Wealth Management, Inc.
Sensible Wealth Management, Inc. is a Miami-based RIA serving retail and institutional clients with investment planning, portfolio construction, retirement plan and insurance guidance. The firm emphasizes asset allocation and uses ETFs as a primary vehicle in managed accounts, alongside mutual funds and fixed income. Custody includes Altruist and LPL Financial.
Team overview
68 AVG AGE
$53.8K AVG AUM / ADVISOR
$53.8K AVG AUM / CLIENT
8.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
Available
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
C
CHARLES LEWIS GREEN
Chief Compliance Officer, Founder, President, Secretary, TREASURER
- CRD
- #5708643
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $53,845 | -- |
| Non-Discretionary | $0 | -- |
| Total | $53,845 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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