Bogart Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Mclean, VA. Its latest Form ADV filing, dated March 25, 2026, reports $3.2B in regulatory assets under management, 50 employees, 3 offices, and 6,635 accounts.
Assets Under Management
$3.2B
Employees
50
Offices
3 offices
Total Clients
1,442
Primary office
MCLEAN, VA
2010 CORPORATE RIDGE, SUITE 900, MCLEAN, VA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 50.1% of total clients.
Top client categories% of clientsClients
1
HNWI
50.1%
722
2
Individuals
49.9%
720
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.2Bas of March 25, 2026
Discretionary78.7%
$2.5B
79% of total RAUM78.7%
Non-discretionary21.3%
$680M
21% of total RAUM21.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$3.2B
Total Accounts6,635
10Y AUM Change+$2.7B (+545.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees50
Clients per Employee29:1
10Y Employee Change+38 (+316.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.