BOGART WEALTH, LLC
SEC Form ADV profile.
Total regulatory AUM
$3,190,530,230
Discretionary
$2,510,632,050
Non-discretionary
$679,898,180
Firm details
- CRD number
- 283886
- SEC file number
- 801-107912
- Main office
- MCLEAN, VA, United States
- Employees
- 50
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of October 2026.