BOGART WEALTH, LLC

Overview

Bogart Wealth, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2016. The firm serves individual and family clients and charges fees based on a percentage of assets under management. Its core advisory services include financial planning, portfolio management for individuals and small businesses, and investor education through seminars and workshops. The firm identifies as an active ESG investor and operates as a single-state adviser from a regulatory standpoint despite having multiple offices. Bogart Wealth has received multiple industry recognitions, including placements on FA Magazine’s Top RIA Firms (2020), Citywire’s 50 Growers Across America lists (2022 and 2023), and repeated appearances in Forbes’ Top RIA Firms lists (2022, 2023 — America’s Top RIA Firms — and 2024).

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices