Bogle Wealth Management, LLC

Bogle Wealth Management provides investment management and related advisory services to high‑net‑worth individuals, families, trusts, and estates, typically requiring a minimum relationship size of $1,000,000 and managing roughly $20.5 million for a small number of clients. Services focus on customized portfolio construction and ongoing oversight using exchange‑traded funds, individual stocks, and bonds, delivered on a fee‑only basis without commission compensation.

The firm operates primarily on a non‑discretionary basis, obtaining client consent before executing each trade and monitoring accounts continuously; its investment approach is generally long‑term but allows shorter‑term trades for rebalancing or cash needs. Portfolio decisions draw on both fundamental and technical analysis and are tailored to each client’s objectives, risk tolerance, and tax considerations.

Distinctive features include an affiliation with an in‑house tax and accounting practice and a principal who is an Enrolled Agent, which can facilitate coordinated tax and investment planning and reciprocal referrals. The combination of a very small client roster and the firm’s universal non‑discretionary management model distinguishes it from most independent peers that typically manage discretionary assets for larger client bases.