Sensible Portfolios, LLC

RIASEC RegisteredEst. 2024
Total AUM
$195M
Discretionary
$195M
100% of AUM
Avg account
$638K
Accounts
305
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
121045
Registered since
June 5, 2024
Custodians
CHARLES SCHWAB & CO., INC., ALTRUIST
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI89.22%
  • Individuals10.78%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Sensible Portfolios, LLC is an independent Registered Investment Adviser organized as a limited liability company and SEC-registered in 2024. The firm is privately owned by an individual and focuses on serving individual and family clients through financial planning and portfolio management for individuals and small businesses. Its client billing is a mix of percentage-of-assets and fixed fees. FINTRX flags the firm as not pursuing ESG investing, not operating as a multi-state adviser, and not acting as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 60%, Exchange Traded Equities 33%, US Government Bonds 5%, Cash & Cash Equivalents 2%60%
  • Public Funds/Mutual Funds60%
  • Exchange Traded Equities33%
  • US Government Bonds5%
  • Cash & Cash Equivalents2%

Contacts

2 of 2
  • Darrell Armuth

    Darrell Armuth

    OwnerCRD 2437012

  • Lena Armuth

    Lena Armuth

    Client Experience AssociateCRD 7463240

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth