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Est. 2026The front page of wealth managementNew York

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Wealth manager, independent

LET BOB Advisory, LLC

SEC-registered investment adviser · CRD 321854 · SEC 801-126019

At a glance

LET BOB Advisory, LLC is an SEC-registered investment adviser based in United States, with $28,974 in regulatory assets under management as of its Form ADV filed February 18, 2026. Its largest client group by assets is individuals, and it reports 249 individual clients. By Form ADV it is a wealth manager, ranked 8,888th of 8,915 wealth managers and 16,519th of 17,210 SEC-registered advisers by assets.

letbobtrade.comLinkedInAs filed on Form ADV

Regulatory AUM
$0M
Rank among wealth managers
#8,888 of 8,915
Rank among all SEC RIAs
#16,519 of 17,210
Individual clients
249
High-net-worth clients
0
Accounts
246
Discretionary
100% of AUM
Employees
1
Advisory staff
1
Offices
1

Owners and executives on its Form ADV

Custody and brokerage

Custodian

LET BOB Advisory, LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.

Broker-dealer

No broker-dealer ties

Other RIAs with no broker-dealer ties

Who it serves

Client typeClientsRegulatory AUMShare
Individuals249$0M100%

Disciplinary disclosures

LET BOB Advisory, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗

Services

  • Portfolio management for individuals and small businesses

How it’s paid

  • Fixed fees

Form ADV and brochures on the SEC’s adviser search ↗letbobtrade.com ↗

AtlasMembers

The full record on LET BOB Advisory, LLC

Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.

Assets, accounts, clients and staff, 3 years of filings
Locked
Growth over one, three and five years
Locked
Rank against 31 peers of its type and size
Locked
Owners and executives, with titles and stakes
1 namedLocked
Main office, fax and compliance officer
Locked
Filing changes this year, with alerts
Locked
Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Background

Questions

How much does LET BOB Advisory, LLC manage?

LET BOB Advisory, LLC reports $28,974 in regulatory assets under management across 246 accounts, 100% of it on a discretionary basis, on its Form ADV filed February 18, 2026.

What kind of firm is LET BOB Advisory, LLC?

LET BOB Advisory, LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.

Who are LET BOB Advisory, LLC’s clients?

By assets, its largest client types are individuals ($28,974, 249 clients).

Does LET BOB Advisory, LLC have any disciplinary history?

LET BOB Advisory, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.

Where these numbers come from

Every figure is LET BOB Advisory, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-02-18), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.

Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →