Bogart Wealth Review

Trust Score 86%
Trust Score info_outline

Last updated: August 16th, 2019. Data source: SEC filings.

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Bogart Wealth, federally registered in 2016, is a Registered Investment Advisor (RIA) in 15 state(s) with a licensed staff of 5 advisors. Bogart Wealth manages $748.1 million and provides investment advisory services for 616 clients (1:124 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $1,000,000
Average Client Balance $1,214,510
Hybrid Advisor No
Disciplinary History No
Total AUM $748.1 million
Advisor / Client Ratio 1:124
Headquarters Mclean, VA
SEC Filings Forms and Brochures    (CRD # 283886)
State(s) Registered CA, CT, DC, FL, GA, LA, MD, MT, NH, NJ, NY, NC, PA, SC, TX, VA

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