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BOGART WEALTH, LLC
BOGART WEALTH, LLC
MCLEAN, Virginia
·
3 registered advisors
·
CRD# 283886
SEC# 801-107912
2
(703) 570-8651
01
Firm Overview
AUM
$2.6B
Regulatory assets under management
Employees
36
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at BOGART WEALTH, LLC
3 registered advisors
Brian John Bogart
MCLEAN, Virginia
CFP
CRD# 1186538
James Edward Bogart
MCLEAN, Virginia
CFP
ChFC
CRD# 5349230
Michelle Anne Dubay
MCLEAN, Virginia
CRD# 2827801
05
Office Locations
MCLEAN, Virginia
3 advisors
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Data sourced from SEC Form ADV filings. BOGART WEALTH, LLC (CRD# 283886) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.