← Tributary

BOGDANOVICH WEALTH MANAGEMENT PLLC

EDMONDS, WA · CRD 116557 · IAPD ↗ · bogdanovichwm.com · 206-522-4478

$270.9MRegulatory AUM
1Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
February 2025 — BOGDANOVICH WEALTH MANAGEMENT PLLC (EDMONDS, WA) left the SEC roster (was $270.9M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
28
April 2024 — BOGDANOVICH WEALTH MANAGEMENT PLLC changed its website from jbogdanovich.com to bogdanovichwm.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.