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Bogart Wealth Holdco, LLC

MemberBogart Wealth, LLC

About Bogart Wealth Holdco, LLC

Bogart Wealth Holdco, LLC is listed as Member at Bogart Wealth, LLC in McLean, VA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Bogart Wealth, LLC
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does Bogart Wealth Holdco, LLC work?

Bogart Wealth Holdco, LLC is listed as Member at Bogart Wealth, LLC on SEC Form ADV.

How much of Bogart Wealth, LLC does Bogart Wealth Holdco, LLC own?

Form ADV reports a beneficial ownership band of Over 75%.

Bogart Wealth, LLC

TitleMember
OwnershipOver 75%
Control personYes
Since2025