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BOGART WEALTH, LLC

MCLEAN, VA · CRD 283886 · IAPD ↗ · (703) 570-8651

$3.19BRegulatory AUM
29Advisory reps
50Employees
0Clients
More than 500Planning clients
0Private funds
29States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
October 2026 — BOGART WEALTH, LLC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
April 2026 — BOGART WEALTH, LLC notice-filed in OK, WV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
76
April 2026 — BOGART WEALTH, LLC grew from 23 to 29 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
December 2025 — BOGART WEALTH, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
November 2024 — BOGART WEALTH, LLC notice-filed in MS.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
August 2024 — BOGART WEALTH, LLC notice-filed in WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2024 — BOGART WEALTH, LLC notice-filed in CT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
74
April 2024 — BOGART WEALTH, LLC grew from 16 to 20 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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