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Bogle Wealth Management
Bogle Wealth Management is an RIA firm serving high-net-worth individuals, drawing on the low-cost investing philosophy of John C. Bogle. Undisclosed AUM.
Bogle Wealth Management
Bogle Wealth Management is a registered investment advisory (RIA) firm that offers financial planning, portfolio management, and wealth advisory services. The firm's name aligns it with the low-cost, passive-investing philosophy of John C. Bogle, though no direct ownership or operational link to Vanguard or the Bogle family is publicly documented (per public record). Services typically include retirement planning, estate planning, tax optimization, and discretionary asset management. The firm does not publicly disclose its founding year, total assets under management, or the identity of its principals. Strategy and asset-class preferences cannot be verified from publicly available sources. The firm may allocate across equities, fixed income, and alternative investments, but no specific portfolio companies, deals, or co-investors have been identified. Geographic footprint is unclear. No recent operational events are publicly available. The firm appears to operate as a standard RIA with no disclosed adjacent vehicles or philanthropic structures. A structural differentiator is not confirmed due to limited public information. The firm's branding suggests a philosophy rooted in low-cost, evidence-based investing, but it lacks the scale or transparency of larger multi-family offices.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
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Country
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City
—
Corporate office
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Frequently asked questions
Who runs investment decisions at Bogle Wealth Management?
The firm does not publicly disclose its investment committee or lead wealth advisors. No named principals appear in public records or regulatory filings, making it impossible to confirm decision-making structure (per public record).
Is Bogle Wealth Management related to The Vanguard Group or John Bogle?
The firm's name references John C. Bogle, founder of Vanguard, but no direct affiliation or ownership link has been publicly established. It appears to be an independent advisory firm using the Bogle name to signal a passive-investing philosophy (per public record).
What investment approach does Bogle Wealth Management follow?
Based on its branding, the firm likely emphasizes low-cost index fund investing, broad diversification, and long-term buy-and-hold strategies. However, no official investment mandate is publicly available.
Does Bogle Wealth Management accept external capital from non-family clients?
As a registered investment advisor, the firm likely serves a range of high-net-worth individuals beyond a single family. Without a disclosed family-office structure, it probably operates as a standard RIA with both individual and institutional clients.
What is the firm's AUM?
Bogle Wealth Management does not publicly disclose its assets under management. No AUM figure appears in SEC filings or marketing materials (per public record).
How does Bogle Wealth Management differ from Bogleheads or Vanguard?
Bogle Wealth Management is an independent RIA, not part of Vanguard or the Bogleheads community. It uses the Bogle name to signal a low-cost philosophy, but it is not affiliated with John Bogle or Vanguard (per public record).
What geographic regions does Bogle Wealth Management serve?
The firm's headquarters location is not publicly confirmed. It may serve clients primarily in the United States, given its RIA registration, but specific office locations or regional focus are undisclosed.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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