Bogart Wealth, LLC

RIASEC RegisteredEst. 2016

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 organized as an LLC and registered with the SEC in 2016. The firm serves individuals and families, charging fees as a percentage of assets under management. Its advisory services emphasize financial planning, discretionary portfolio management for individuals and small businesses, and educational seminars or workshops. The firm identifies as an active ESG investor and describes itself as focused on client-facing wealth management rather than acting as a capital allocator. The firm has been recognized in industry publications, including listings in FA Magazine (2020), Citywire’s “50 Growers Across America” (2022 and 2023), and multiple spots in Forbes’ Top RIA lists (2022, 2023, 2024).

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Public Funds/Mutual Funds57%
Exchange Traded Equities37%
Cash & Cash Equivalents6%

Owners & executives

3 of 5

Michelle Dubay
Chief Operating OfficerCRD 2827801
Allen Eickelberg
Chief Operating OfficerCRD 5973819
James Bogart
CEO & PresidentCRD 5349230

Unlock 2 more executives →

Contacts

3 of 24

Amanda Muse
Vice President, Regional Manager, Financial Advisory ServicesCRD 5977910
Nell Cordick
Senior Vice President, Financial AdvisorCRD 4805063
Nathan Vandemeulebroecke
Financial PlanningCRD 7562577