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James Edward Bogart

Chief Executive Officer, Treasurer And SecretaryBogart Wealth, LLCCRD 5349230

About James Edward Bogart

James Edward Bogart is listed as Chief Executive Officer, Treasurer And Secretary at Bogart Wealth, LLC in McLean, VA. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Bogart Wealth, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does James Edward Bogart work?

James Edward Bogart is listed as Chief Executive Officer, Treasurer And Secretary at Bogart Wealth, LLC on SEC Form ADV.

How much of Bogart Wealth, LLC does James Edward Bogart own?

Form ADV reports a beneficial ownership band of Under 5%.

Bogart Wealth, LLC

TitleChief Executive Officer, Treasurer And Secretary
OwnershipUnder 5%
Control personYes
Since2016