LP Profile

Bogart Wealth

Also known as bogart wealth

Wealth ManagerMcLean, United StatesFounded 2016
McLean
Headquarters
Investment Focus

About Bogart Wealth

Bogart Wealth is a wealth manager based in McLean, US. Founded in 2016.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Bogart Wealth from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$3.2B
Total Clients
6,635
Filing Date
March 25, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Bogart Wealth across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Bogart Wealth?

Bogart Wealth is a wealth manager based in McLean, United States.

Where is Bogart Wealth headquartered?

Bogart Wealth is headquartered in McLean, United States.

When was Bogart Wealth founded?

Bogart Wealth was founded in 2016.

How can I contact Bogart Wealth?

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