# David Sieben

> David Sieben is a fee-only financial advisor at Sieben Wealth Planning in Edina, Minnesota. David charges a percentage of assets.

Page: https://find.wellspent.co/advisors/david-sieben/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Sieben Wealth Planning
- **Based in:** Edina, Minnesota
- **Fee model:** Percentage of assets
- **Assets under management (firm):** $161.2M across 435 accounts
- **CRD:** 5730105 (https://adviserinfo.sec.gov/individual/summary/5730105)
- **SEC registration:** Investment adviser representative in MN, TX
- **Exams passed:** Series 66 (2009)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://blueoxwm.com

## Frequently asked questions

### Is David Sieben a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Sieben Wealth Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does David charge for financial advice?

David charges a percentage of assets.

### Where is David Sieben based?

David Sieben is based in Edina, Minnesota.

### Is David Sieben registered with the SEC?

Yes. David Sieben is registered as an investment adviser representative in MN and TX (CRD 5730105), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Sieben Wealth Planning manage?

Sieben Wealth Planning reports $161.2M across 435 accounts in assets under management.

### How do I contact David Sieben?

Through David's website, blueoxwm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5730105): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://blueoxwm.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.