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

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Bogart Wealth serves individuals, trusts, estates and charitable organizations with comprehensive financial planning, consulting and wealth management services, including discretionary and non‑discretionary portfolio management and guidance on retirement account rollovers. The firm manages clients through model portfolios and also offers specialized options — direct indexing SMAs, a structured‑note model, interval‑fund and private‑market alternative exposures — alongside coordinated tax‑preparation and estate‑planning tools. Investment decisions are implemented primarily through firm model portfolios overseen by an Investment Portfolio Committee, with client allocation determined by investor profiles and implemented largely on a discretionary basis; the firm combines bottom‑up fundamental equity analysis and technical factors with top‑down asset allocation and periodic rebalancing. Bogart Wealth makes use of third‑party managers where appropriate, employs AI tools under formal policies for analysis and workflow, and relies on major custodial platforms for trade execution while retaining supervisory oversight. Distinctive features relative to many multi‑team peers include the firm’s reliance on percentage‑of‑AUM billing rather than offering fixed‑fee engagements, a formal relationship with Constellation Wealth Capital as a strategic minority investor, and several service‑level differences: the firm may cover tax‑preparation expenses for certain higher‑asset clients, facilitates access to unaffiliated corporate trustee services for larger estates, and maintains an Estate Planning Strategist to provide education (but not legal representation). Bogart Wealth’s willingness to allocate to non‑traditional investments (structured notes, interval funds, private equity/private credit, and potential cryptocurrency‑linked ETFs) and to implement direct indexing are also notable and carry additional liquidity, credit and market risks compared with more conventional model portfolios.

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.

You can also browse Bogart Wealth, LLC's office locations.