# Sieben Wealth Planning LLC

> Sieben Wealth Planning LLC is an SEC-registered investment advisory firm in Edina, MN, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 24, 2026.

- CRD: 315368
- Filed as: SIEBEN WEALTH PLANNING LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Edina, MN
- Filing period: October 2026
- Form ADV filing dated: February 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/315368
- AdvisorCensus page: https://advisorcensus.com/firm/sieben-wealth-planning-llc-edina-mn-315368

## Quick answers

**How is Sieben Wealth Planning LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Sieben Wealth Planning LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Sieben Wealth Planning LLC located?**
Sieben Wealth Planning LLC's principal office is in Edina, MN, according to its Form ADV.

**Is Sieben Wealth Planning LLC registered with the SEC or a state?**
Sieben Wealth Planning LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 315368.

**How much does Sieben Wealth Planning LLC manage?**
Sieben Wealth Planning LLC reports $161,196,874 in regulatory assets under management in its Form ADV filing dated February 24, 2026 (100% discretionary).

**How have Sieben Wealth Planning LLC's assets and staff changed since 2021?**
In the Form ADV data for Sieben Wealth Planning LLC: Regulatory assets under management: $0 in the October 2021 data and $161,196,874 in the October 2026 data. Total employees: 1 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Sieben Wealth Planning LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (49); high net worth individuals (37).

**Which custodians does Sieben Wealth Planning LLC use?**
Sieben Wealth Planning LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Sieben Wealth Planning LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/315368

**Does Sieben Wealth Planning LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 24, 2026 says: "Sieben Wealth Planning generally does not impose a minimum relationship size."

**What changed in Sieben Wealth Planning LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $139,983,586 to $161,196,874 (+15%). Registered or notice-filed in CA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 24, 2026)

- Account minimum: None

> Sieben Wealth Planning generally does not impose a minimum relationship size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $161,196,874
- Discretionary: $161,196,874
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 49 | $15,714,042 |
| High net worth individuals | 37 | $145,482,832 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, MN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- blueoxwm.com
- siebenwp.com
- LinkedIn @siebenwp

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $0 | 1 | September 29, 2021 |
| October 2022 | $105,863,789 | 2 | March 7, 2022 |
| October 2023 | $101,297,616 | 3 | March 22, 2023 |
| October 2024 | $124,727,185 | 2 | September 25, 2024 |
| October 2025 | $139,983,586 | 2 | February 19, 2025 |
| October 2026 | $161,196,874 | 2 | February 24, 2026 |

Regulatory assets under management: $0 in the October 2021 data and $161,196,874 in the October 2026 data.
Total employees: 1 in October 2021 and 2 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $139,983,586 to $161,196,874 (+15%).
- Registered or notice-filed in CA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sieben Wealth Planning LLC (CRD 315368): Form ADV filing data as of October 2026.