Member · Sensible Money, LLC
Amy L. Shepard
CRD 6281574 · Named on Form ADV at one SEC-registered adviser
At a glance
Sensible Money, LLC, an SEC-registered wealth manager based in Scottsdale, AZ with $743 million in regulatory assets, lists Amy L. Shepard on its Form ADV as Member.
Firms and roles
- Sensible Money, LLCMemberWealth manager · Scottsdale, AZ · $743M in regulatory assets
AtlasMembers
Amy’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
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Colleagues named on the same filings
- Dana M. AnspachManaging Member/chief Compliance Officer, Sensible Money, LLC
- CALEY J. MILLERMember, Sensible Money, LLC
- David SchoeneckerChief Operating Officer, Sensible Money, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Amy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.