Bogart Wealth, LLC

RIASEC Registered

Total AUM

$3.2B

Discretionary

$2.5B

79% of AUM

Avg account

$481K

Accounts

6,635

Employees

Advisory reps

Firm details

Headquarters: Mclean, Virginia
CRD number: 283886
Registered since: June 2, 2016
Website: bogartwealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI93.01%
Individuals6.76%
Charitable Organizations0.24%
Services: Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Bogart Wealth, LLC is an independent registered investment adviser that serves individuals and families, charging clients a percentage of assets under management. The firm is registered with the SEC (initial registration in 2016) and describes its advisory work as financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops. It reports an ESG investment approach and operates as a limited liability company owned by domestic entity/individual interests. Bogart Wealth does not act as a capital allocator; instead it places client capital with outside managers and funds. The firm has been recognized in industry coverage, including listings on FA Magazine’s Top RIA Firms (2020), Citywire’s 50 Growers Across America (2022 and 2023), and multiple Forbes compilations (Top RIA Firms in 2022 and 2024; America’s Top RIA Firms in 2023).