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Bogart Wealth, LLC

Headquartered in MCLEAN, VA

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Firm Information

Bogart Wealth, LLC is an investment advisor based in McLean, VA. The firm manages over $2.7 billion in assets for individuals, high-net-worth individuals, and charitable organizations. They offer financial planning and portfolio management services.

Bogart Wealth, LLC

2010 CORPORATE RIDGE

MCLEAN, VA 22102

$2.68B

Assets Under Management

Not reported

Total Clients

18

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (12)

BOGART WEALTH, LLC has a total of 12 branch locations across the country.
location

Spring, TX

location

Vienna, VA

location

Fairfax, VA

location

Houston, TX

location

THE WOODLANDS, TX

location

Conroe, TX

location

Bethany Beach, DE

location

Sugar Land, TX

location

McLean, VA

location

Falls Church, VA

location

MCLEAN, VA

location

The Woodlands, TX

Advisors at Bogart Wealth, LLC

View All 18 Advisors
Unclaimed
Daniel Evans

CFP®, RA

The Woodlands, TX

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Nell Richeson Cordick

CFP®, RA

MCLEAN, VA

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Unclaimed
Michael Benito Camara

CFP®, RA

THE WOODLANDS, TX

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Unclaimed
Patrick J Marcinko

CFP®, RA

MCLEAN, VA

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Unclaimed
Brian Paul Windsor

CFP®, RA

Vienna, VA

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Chaz Harrison Billak

CFP®, RA

MCLEAN, VA

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Unclaimed
Misty Lynn Garza

CFP®, RA

Sugar Land, TX

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Unclaimed
Peter Knoer

CFP®, RA

Houston, TX

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Disclosures

There are no public disclosures for Bogart Wealth, LLC.

Frequently Asked Questions (9)

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