BOGLE WEALTH MANAGEMENT, LLC

Overview

Bogle Wealth Management, LLC is a small, owner-operated advisory firm that focuses on portfolio management for individuals and small businesses. The firm runs client relationships on a percentage-of-assets fee model and operates in a non-discretionary capacity, meaning clients retain trading authority while the adviser provides investment advice and portfolio recommendations. Client coverage is concentrated—six households—so the firm’s practice is focused on tailored relationships rather than mass-market advice. The firm’s stated preference is equities, and its activity profile shows an emphasis on exchange-traded instruments for core exposure. Bogle Wealth Management does not position itself as an ESG investor and lists an accountant among its industry affiliations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices