BOGART WEALTH, LLC

2010 Corporate Ridge
Suite 900
Mclean, Virginia 22102
Tel: (703) 570-8651

About BOGART WEALTH, LLC

BOGART WEALTH, LLC, formally registered with the SEC as BOGART WEALTH, LLC. The firm was established in 06/02/2016. They have over 3 offices throughout the country.

BOGART WEALTH, LLC is a Mclean, Virginia based Financial Planning firm with nearly $2,679,926,911 assets under management, offering retirement planning & investment advisory services to 6117 clients. The firm is staffed with 41 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	283886
SEC#	801-107912
Assets Managed by Firm	$2,679,926,911
No. of Clients	6117
No. of Advisors	41

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	6117	$2,679,926,911
Individuals (other than high net worth individuals)	702	$162,065,157
High net worth individuals	627	$2,511,853,135
Charitable organizations	Fewer than 5 clients	$6,008,619

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