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Managing Member/chief Compliance Officer · Sensible Money, LLC

Dana M. Anspach

CRD 2585909 · 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 Dana M. Anspach on its Form ADV as Managing Member/chief Compliance Officer, a control person.

Firms and roles

  • Sensible Money, LLCManaging Member/chief Compliance OfficerWealth manager · Scottsdale, AZ · $743M in regulatory assets

AtlasMembers

Dana’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
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Dana’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.