Bogart Wealth, LLC

Registered investment advisor · McLean, Virginia · CRD #283886

Assets Under Management

$3.2B

Client Accounts

6,635

Employees

CRD Number

283886

Registration

SEC Registered

Custodian

Charles Schwab & Co., Inc.

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Bogart Wealth, LLC

Bogart Wealth is an independent, fee-only wealth management firm based in McLean, serving over 1,300 households with services like retirement planning and tax strategizing. Founded in 2016, it focuses on fiduciary-driven, personalized financial planning and investment management. Bogart Wealth operates with a boutique size to provide exceptional client service.

Fee Structure

Percentage of assets under management Not reported

Fixed fees Not reported

Hourly charges Not reported

Performance-based fees Not reported

Contacts, 13F holdings & brochure intel for Bogart Wealth, LLC

Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

Frequently Asked Questions

What is Bogart Wealth, LLC's AUM?

Bogart Wealth, LLC reports approximately $3.2B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Bogart Wealth, LLC headquartered?

Bogart Wealth, LLC is headquartered in McLean, Virginia.

What is Bogart Wealth, LLC's CRD number?

Bogart Wealth, LLC's CRD number is 283886. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.