SEC Form ADV · CIK 1715740

BOGART WEALTH, LLC

Firm profile: Bogart Wealth — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserVA
$3.2B
Assets Under Management
50
Employees
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Registration Details

CIK
1715740
Accession
crd-283886
Location
MCLEAN, VA
Filing Date
September 14, 2026
AUM
$3.2B
Employees
50
Amendment
No

Client Types

IndividualsHNW IndividualsCharitable Organizations

About this Adviser

BOGART WEALTH, LLC is a registered investment adviser headquartered in MCLEAN, VA, managing approximately $3.2B in assets. This data is sourced from the SEC's EDGAR database via Form ADV.