A complete list of active advisors currently associated with Bogart Wealth, LLC

Warmer can help you find a great advisor at Bogart Wealth, LLC or one who fits your needs even better.

Bogart Wealth provides wealth management, financial planning, and consulting services to individuals, trusts, estates, and charitable organizations, advising both non-high-net-worth and high-net-worth clients. The firm manages portfolios on both a discretionary and non-discretionary basis and reported approximately $3.19 billion in assets under management across a multi-advisor team. The firm primarily implements advice through a suite of model portfolios governed by an Investment Portfolio Committee, combining passive and select active exposures across global asset allocation, stock-only, and ETF-only “Select” strategies; it also offers direct indexing SMAs, a bond ladder, structured note allocations, and traditional rebalancing and monitoring. Accounts are generally custodied at major custodians (typically Schwab), and Bogart Wealth uses formal governance and periodic model reviews to inform portfolio changes. Bogart Wealth’s ownership structure includes majority founder control alongside a minority strategic investor (Constellation Wealth Capital), and the firm makes several service and product offerings that are less common among peers: it provides access to interval funds and private alternatives (private equity, private credit, real estate) for qualified clients, may incorporate cryptocurrency-related ETFs and structured notes into models, and employs an AI meeting transcription tool (clients may opt out). The firm also facilitates tax-preparation services through an unaffiliated accounting firm and will cover those expenses for clients with $2 million or more in managed assets (and may do so for others at its discretion).

To learn more about the advisors currently working at Bogart Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.