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BOGART WEALTH, LLC

CRD 283886 · SEC 801-107912

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2010 CORPORATE RIDGE, SUITE 900, MCLEAN, VA, 22102, United States

Phone

(703) 570-8651

Fax

(703) 783-2344

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$3.19B

Discretionary AUM

$2.51B

Team

50 total employees; 29 advisory reps

Clients

More than 500

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-25

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Educational seminars

Client types

TypeClientsAUM
Individuals720$215.6M
High net worth individuals722$2.97B

States served

AL, AZ, CA, DE, DC, GA, IL, LA, MD, MA, MI, MS, MT, NJ, NY, NC, OH, OK, PA, SC, TN, VA, WV, WA, TX, NH, CT, FL

All web addresses on file

Official SEC filing: View on IAPD