$161.2M Total AUM
$161.2M Disc. AUM
17.3% 3Y CAGR
2 Employees
86 ADV. Clients
4 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-27-2021
- Office Locations
- 2
Office Locations
-- Edina MN
-- Wayzata MN
About Sieben Wealth Planning LLC
Sieben Wealth Planning is a Minnesota-based RIA offering wealth planning and discretionary investment management for successful individuals and families seeking retirement confidence and consistent income. The firm tailors strategies to each client’s goals, with portfolios that lean heavily on ETFs and custody through Fidelity/NFS—an approach designed to simplify decisions and support long-term wealth building.
Team overview
44 AVG AGE
$80.6M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
4.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
4yrs Firm Age
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Owner & Executives
D
DAVID MICHAEL SIEBEN
Chief Compliance Officer, PRINCIPAL
- CRD
- #5730105
- Ownership
- 75% or more
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C
CORISSA ANN MOOS
Director
- CRD
- #5581614
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $161,196,874 | $370,568 |
| Non-Discretionary | $0 | -- |
| Total | $161,196,874 | $370,568 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Other:
Available Private Funds:
Available Cash:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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