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BOGART WEALTH, LLC
CRD 283886File 801-107912
APPROVED
Retail clients
Custody
Filing as of Aug 14, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$3.19B
Top 25% of cohort (national)
Discretionary AUM
$2.51B
Non-discretionary $679.9M
Clients
1,442
6,635 accounts
Employees
50
Top 25% of cohort in VA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jun 2, 2016
- Principal office
- 2010 CORPORATE RIDGE, SUITE 900, MCLEAN, VA, 22102
- Phone
- (703) 570-8651
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.19B
- Discretionary AUM
- $2.51B
- Non-discretionary AUM
- $679.9M
- Discretionary accounts
- 4,407
- Non-discretionary accounts
- 2,228
- Total accounts
- 6,635
- AUM per client
- $2.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $7.6M |
| High net worth individuals | 722 | $2.97B |
| Individuals (other than high net worth individuals) | 720 | $215.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.