Bogart Wealth Reviewverified_user

open_in_new Visit Site phone 703-570-8651

The following automated report was generated using SEC and FINRA data and was last updated on May 28th, 2020*. For data support, email "". Views: 232 (trailing six months). Firms that receive a 4.5 or 5-star rating are considered Trusted by Learn more.

Bogart Wealth, registered in 2016, is a Registered Investment Advisor (RIA) in 15 state(s) with a licensed staff of 5 advisors. Bogart Wealth manages $947.5 million and provides investment advisory services for 595 clients (1:119 advisor/client ratio).


Firm Information Value
Overall Rating
Advisors Directory View Directory
Avg Advisor Years Registered 14
Minimum Investment $1,000,000
Average Client Balance $1,592,415
Total AUM $947.5 million
Advisor / Client Ratio 1:119
Headquarters Mclean, VA
SEC Filings View SEC IAPD CRD #283886
State(s) Registered CA, CT, DC, FL, GA, LA, MD, MT, NH, NJ, NY, NC, PA, SC, TX, VA

Was this page helpful?

Yes or No

*SEC data last verified 05/28/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.