RIA Intelโ€บAdvisersโ€บLET BOB ADVISORY, LLC

LET BOB ADVISORY, LLC

Advisory

Nยท

Data as of Feb 18, 2026 ยท Source: SEC Form ADV

Total AUM
$29K
1-Year AUM Growth
-26.2%
3-Year CAGR
-4.9%
Employees
1
Assets Under Management
Total AUM$29K
Discretionary AUM$29K
Non-Discretionary AUM$0
Discretionary %100%
Total Clients1
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)-83.3%
Filing History
Total Filings on Record9
First FilingJun 2, 2022
Latest FilingFeb 18, 2026
๐Ÿ”’ Full AUM trend chart and 9 historical filings spanning 4+ years
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Registration
Statusโ€”
Registration Dateโ€”
SEC RegisteredYes
Exempt ReportingNo
โšก Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

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๐Ÿ“Š Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

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๐Ÿ‘ฅ Owners & Officers

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๐Ÿฆ Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

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Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.

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