RIA Intel›Advisers›Idaho›RETIRE SENSIBLY LLC

RETIRE SENSIBLY LLC

Advisory

MERIDIAN, ID

Data as of Feb 21, 2026 · Source: SEC Form ADV

Average account
$156K
across 374 accounts
AUM per adviser
$29M
2 advisers

Source: SEC Form ADV. Figures as filed Feb 21, 2026.

Total AUM
$58M
Discretionary %
100%
Clients
146
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$58M
Discretionary AUM$58M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients146
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InID
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in ID

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

GROW RASMUSSEN CONSULTING LLC
BOISE, ID
$59M
PROMINENCE CAPITAL GP LLC.
EAGLE, ID
$57M
STRAIGHT LINE INVESTMENT GROUP, LLC
IDAHO FALLS, ID
$57M
INTEGRATED FINANCIAL MANAGEMENT, LLC
BOISE, ID
$61M
REED CAPITAL MANAGEMENT, LLC
$54M
BAHR FINANCIAL PLANNING NETWORK, INC.
EAGLE, ID
$54M

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