Bogart Wealth, LLC

Overview

Bogart Wealth, LLC is an SEC registered investment adviser based in McLean, VA, registered since 2016. It reports $3.2B in assets under management across 6,635 accounts, with 50 employees. It has 25 investment adviser representatives.

Reported AUM

$3.2B

Discretionary

79%

Accounts

6,635

Average account

$481K

Employees

50

Advisory reps

25

Registered since

2016

Jurisdictions

29

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Percentage of Assets

Executive officers 3 of 7

• James Edward Bogart Chief Executive Officer, Treasurer, Secretary CRD 5349230
• Jeffrey Marc Fuhrman President CRD 2773540
• Aleksandr C Spencer Chief Investment Officer CRD 5113859

4 more executive officers, with direct contact details

Advisory reps 3 of 25

• Chaz Harrison Billak Investment Adviser Rep CRD 7944508
• James Edward Bogart Insurance Agent · Investment Adviser Rep CRD 5349230
• Michael Benito Camara Investment Adviser Rep CRD 5232671

22 more advisory reps, with emails, phones and branch locations

Location

Headquarters

2010 Corporate Rdg Ste 900
McLean, VA 22102

County

Fairfax

Metro area

Washington-Arlington-Alexandria, DC-VA-MD-WV

Region

South

Registrations

• SEC registered
• Registered in 29 jurisdictions
• Website: bogartwealth.com

Every state, with registration dates

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