Bogart Wealth, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

283886

SEC number

801-107912

Firm type

RIA

Assets under management

$3.2B as of Mar 25, 2026

Website

www.facebook.com/BOGARTWEALTH ↗

Phone

(703) 570-8651

Address

2010 Corporate Ridge, Mclean, VA, 22102

Advisors at this firm

26 in our index · page 1 of 1

• James Edward BogartCRD 5349230 · Vienna, VA
  IA RegisteredRegistration inactive
• Chaz Harrison BillakCRD 7944508 · Mclean, VA
  IA Registered
• Michael Benito CamaraCRD 5232671 · The Woodlands, TX
  IA RegisteredRegistration inactive
• Nell Richeson CordickCRD 4805063 · Mclean, VA
  IA RegisteredRegistration inactive
• Nicolas Anthony ConfortiCRD 7761608 · Mclean, VA
  IA Registered
• Michael Patrick DuffyCRD 5781189 · Mclean, VA
  IA RegisteredRegistration inactive
• John Nicholas DavidCRD 7548862 · Houston, TX
  IA RegisteredRegistration inactive
• Torry Lyons DellCRD 4502975 · Mclean, VA
  IA Registered
• Allen Charles EickelbergCRD 5973819 · Mclean, VA
  IA RegisteredRegistration inactive
• Daniel EvansCRD 6315898 · The Woodlands, TX
  IA RegisteredRegistration inactive
• Misty Lynn GarzaCRD 4132861 · Houston, TX
  IA RegisteredRegistration inactive
• Austin HilscherCRD 7125450 · The Woodlands, TX
  IA Registered
• Victoria Elizabeth HolcomCRD 8092460 · Mclean, VA
  IA Registered
• Suzanne Elizabeth KelloggCRD 4966433 · Alexandria, VA
  IA Registered
• Peter KnoerCRD 6183063 · Houston, TX
  IA RegisteredRegistration inactive
• Thomas Augustine KelloggCRD 7423631 · Mclean, VA
  IA Registered
• Amanda M MuseCRD 5977910 · The Woodlands, TX
  IA RegisteredRegistration inactive
• Carrie Helene MalatestaCRD 7811219 · Mclean, VA
  IA Registered
• Patrick J MarcinkoCRD 6821869 · Mclean, VA
  IA RegisteredRegistration inactive
• Geraldo Flores OlivoCRD 5528392 · The Woodlands, TX
  IA RegisteredRegistration inactive
• Sydney RutledgeCRD 7219390 · The Woodlands, TX
  IA Registered
• Sandra Lombrano TerronezCRD 3124598 · Mclean, VA
  IA RegisteredRegistration inactive
• Morgan Baker VethCRD 5309412 · Mclean, VA
  IA RegisteredRegistration inactive
• Nathan James VandemeulebroeckeCRD 7562577 · Mclean, VA
  IA Registered
• Elise Kathryn WenteCRD 7714202 · Mclean, VA
  IA Registered
• Brian Paul WindsorCRD 5251231 · Mclean, VA
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.