| Name | Title | Ownership | Since |
|---|---|---|---|
| Aleksandr C Spencer Control | Chief Investment Officer | Under 5% | 2022 |
| Bogart Wealth Midco, LLC Control | Member | Over 75% | 2025 |
| Domenico Conti Control | Controller | Under 5% | 2025 |
Bogart Wealth, LLC reports $2.7 billion in regulatory assets under management on its Form ADV.
Bogart Wealth, LLC reports 41 employees.
Bogart Wealth, LLC is based in McLean, VA and has been SEC-registered since 2016.
Bogart Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2010 Corporate Ridge, Suite 900, McLean, VA 22102 |
| Phone | (703) 570-8651 |
| Fax | (703) 783-2344 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1715740 |
| Discloses disciplinary history | No |
| Discretionary | $2.05B |
| Non-discretionary | $626.8M |
| Total (RAUM) | $2.68B |