RIA IntelAdvisersPennsylvaniaROW YOUR OWN BOAT LLC

ROW YOUR OWN BOAT LLC

Advisory

PA

Data as of May 8, 2026 · Source: SEC Form ADV

Rank in PA
#1,504
of 1,528 advisers by AUM
Average account
$109K
across 5 accounts
AUM per adviser
$544K
1 advisers

Source: SEC Form ADV. Figures as filed May 8, 2026.

Total AUM
$544K
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$544K
Discretionary AUM$544K
Non-Discretionary AUM$0
Discretionary %100%
Total Clients
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InPA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in PA

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

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EMERALD DIRECT LENDING ADVISERS, LLC
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$639K
-78.5% 1Y
ELECT-INVEST.COM,INC.
PAOLI, PA
$667K
-93.3% 1Y
VIRTUAL TAX PLANNERS LLC
$407K

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