# Bogle Wealth Management

Bogle Wealth Management is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 168379
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/168379

## About

Bogle Wealth Management, LLC is a state-registered investment adviser in Yarmouth Port, MA. It manages approximately $21 million in regulatory assets. The firm has 1 employee and 1 investment adviser.

## Questions

### Who runs investment decisions at Bogle Wealth Management?

Portfolio decisions are made by the firm's principals, who serve as lead advisors directly managing client allocations. There is no separate investment committee or external sub-advisor structure; the advisor retains full discretionary authority over asset allocation, fund selection, and rebalancing within the parameters of each client's investment policy statement. Decisions follow a rules-based methodology grounded in passive total-market exposure rather than tactical calls.

### What is the firm's known posture on alternative investments?

The firm's investment approach excludes alternative assets such as hedge funds, private equity, venture capital, and direct real estate. The advisor treats the illiquidity premiums and fee structures embedded in alternatives as inconsistent with the low-cost, transparent, daily-liquid mandate it maintains for individual and trust clients.

### Does Bogle Wealth Management custody client assets directly?

No. As a registered investment advisor, the firm does not take custody of client assets. Accounts are held at qualified third-party custodians, with the advisor granted limited trading authority to implement and maintain portfolio allocations on the client's behalf.

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

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