SENSIBLE FINANCIAL PLANNING AND MANAGEMENT, LLC
SEC file number 801-64149
· WALTHAM, MA
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$774.9M
Discretionary AUM
$760.5M
Employees
18
Clients
50
Firm
- Address
- 203 CRESCENT STREET
WALTHAM, MA 02453 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- Sensible Biotechnologies, Inc. Low name-match confidence · CIK 1964363 · X0
- Sensible Care Inc. Low name-match confidence · CIK 1938589 · CA
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Sensible Biotechnologies, Inc. · D · Sep 2, 2026$15M
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Sensible Care Inc. · D · Mar 4, 2026$2.3M