# Bogart Wealth

Bogart Wealth is a Bank / Wealth / Trust based in McLean, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** McLean, United States
- **Region:** North America
- **Founded:** 2016
- **Assets under management:** 1800 (Altss estimate)
- **Website:** bogartwealth.com
- **LinkedIn:** https://www.linkedin.com/company/bogart-wealth

## Regulatory record

- **CRD number:** 283886
- **SEC file number:** 801-107912
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-25T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/283886

## About

Bogart Wealth was established in 2016 as a US wealth manager. It functions as a registered investment advisor. The firm provides investment advisory services to individuals and families. No specific asset classes, portfolio companies, or geographic deployments beyond the United States are recorded. Team size and additional offices remain undisclosed. No dated operational events from the last 24 months appear in available records.

## Questions

### Who runs investment decisions at Bogart Wealth?

No named principals or CIO appear in the record.

### Does Bogart Wealth participate in fund commitments or only direct deals?

The record shows no detail on fund commitments or direct deals.

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/bogart-wealth

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology