RIA Intel›Advisers›Massachusetts›BOGLE WEALTH MANAGEMENT, LLC

BOGLE WEALTH MANAGEMENT, LLC

Advisory

YARMOUTH PORT, MA

Data as of Feb 10, 2026 · Source: SEC Form ADV

Rank in MA

#1,343

of 1,590 advisers by AUM

Average account

$1M

across 15 accounts

AUM per adviser

$21M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 10, 2026.

Total AUM

$21M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$21M

Discretionary AUM$0

Non-Discretionary AUM$21M

Discretionary %0%

Total Clients6

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

6 clients

6 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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HOUSE HANOVER LLC

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