Sensible Portfolios, LLC
Firm details
- Headquarters
- ,
- CRD number
- 121045
- Registered since
- June 5, 2024
- Website
- www.sensibleportfolios.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds60%
- Exchange Traded Equities33%
- US Government Bonds5%
- Cash & Cash Equivalents2%
Contacts
2 of 2
Darrell Armuth
OwnerCRD 2437012
Lena Armuth
Client Experience AssociateCRD 7463240
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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