BOGART WEALTH, LLC

2010 Corporate Ridge
Suite 650
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 4 offices throughout the country.

BOGART WEALTH, LLC is a Mclean, Virginia based Financial Planning firm with nearly $2,282,219,691 assets under management, offering retirement planning & investment advisory services to 6056 clients. The firm is staffed with 28 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	283886
SEC#	801-107912
Assets Managed by Firm	$2,282,219,691
No. of Clients	6056
No. of Advisors	28

Fee Structure

A Percentage of AUM

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Educational Seminars/ Workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	6056	$2,282,219,691
Individuals (other than high net worth individuals)	680	$180,105,744
High net worth individuals	568	$2,096,616,113
Charitable organizations	Fewer than 5 clients	$5,497,834

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