RIA Intel›Advisers›SIEBEN WEALTH PLANNING LLC

SIEBEN WEALTH PLANNING LLC

Advisory

N·

Data as of Feb 24, 2026 · Source: SEC Form ADV

Total AUM
$161M
1-Year AUM Growth
0.0%
3-Year CAGR
+4.0%
Employees
2
Assets Under Management
Total AUM$161M
Discretionary AUM$161M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients78
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record10
First FilingJul 28, 2021
Latest FilingFeb 24, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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