RIA Intel›Advisers›Arizona›SENSIBLE INVESTMENT STRATEGIES, LLC

SENSIBLE INVESTMENT STRATEGIES, LLC

Advisory

AZ

Data as of Jun 11, 2025 · Source: SEC Form ADV

Average account

$353K

across 69 accounts

AUM per adviser

$24M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 11, 2025.

Total AUM

$24M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$24M

Discretionary AUM$15M

Non-Discretionary AUM$10M

Discretionary %59.6%

Total Clients42

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

42 clients

11 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in AZ

Closest by assets under management. All figures from Form ADV.

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STEELE LARSON ADVISORS, LLLP

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