JEFFREY JAY BOGDANOVICH
Legal name: BOGDANOVICH WEALTH MANAGEMENT PLLC
CRD #116557 SEC #801-63131 EDMONDS, WA 206-522-4478
SEC Registered
Total AUM
$270.9M
Discretionary
$270.9M
Employees
3
Clients
--
Accounts
520
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $270.9M | $270.9M | $0 | 3 | 0 |
| Mar 2023 | $241M | $241M | $0 | 3 | 0 |
| Mar 2022 | $257M | $257M | $0 | 3 | 0 |
| Mar 2021 | $225.5M | $225.5M | $0 | 3 | 0 |
| Jun 2020 | $219.8M | $219.8M | $0 | 3 | 0 |
| Mar 2020 | $219.8M | $219.8M | $0 | 3 | 0 |
| Mar 2019 | $192.2M | $192.2M | $0 | 3 | 0 |
| Mar 2018 | $212.2M | $212.2M | $0 | 3 | 0 |
| Mar 2017 | $150.9M | $150.9M | $0 | 3 | 200 |
| Mar 2016 | $140M | $140M | $0 | 4 | 100 |
| Mar 2015 | $136.8M | $136.8M | $0 | 4 | 100 |
| Mar 2014 | $131.3M | $131.3M | $0 | 3 | 100 |
| Apr 2013 | $106.6M | $106.6M | $0 | 3 | 100 |
| Mar 2012 | $93.1M | $93.1M | $0 | 1 | 140 |
| Mar 2011 | $95.7M | $95.7M | $0 | 5 | -- |
| Oct 2010 | $79.7M | $79.7M | $0 | 5 | -- |
| Mar 2009 | $65M | $65M | $0 | 5 | -- |
| Mar 2008 | $82M | $82M | $0 | 5 | -- |
| Jan 2008 | $72.1M | $72.1M | $0 | 5 | -- |
| Jan 2008 | $72.1M | $72.1M | $0 | 5 | -- |
| Mar 2007 | $72.1M | $72.1M | $0 | 5 | -- |
| Mar 2006 | $55.1M | $55.1M | $0 | 5 | -- |
| Sep 2005 | $48.3M | $48.3M | $0 | 5 | -- |
| May 2004 | $32.4M | $32.4M | $0 | 5 | -- |
| Apr 2004 | $32.4M | $32.4M | $0 | 5 | -- |
DateMar 2024
Total AUM$270.9M
Discretionary$270.9M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$241M
Discretionary$241M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$257M
Discretionary$257M
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$225.5M
Discretionary$225.5M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$219.8M
Discretionary$219.8M
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$219.8M
Discretionary$219.8M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$192.2M
Discretionary$192.2M
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$212.2M
Discretionary$212.2M
Non-Disc.$0
Employees3
Clients0
DateMar 2017
Total AUM$150.9M
Discretionary$150.9M
Non-Disc.$0
Employees3
Clients200
DateMar 2016
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees4
Clients100
DateMar 2015
Total AUM$136.8M
Discretionary$136.8M
Non-Disc.$0
Employees4
Clients100
DateMar 2014
Total AUM$131.3M
Discretionary$131.3M
Non-Disc.$0
Employees3
Clients100
DateApr 2013
Total AUM$106.6M
Discretionary$106.6M
Non-Disc.$0
Employees3
Clients100
DateMar 2012
Total AUM$93.1M
Discretionary$93.1M
Non-Disc.$0
Employees1
Clients140
DateMar 2011
Total AUM$95.7M
Discretionary$95.7M
Non-Disc.$0
Employees5
Clients--
DateOct 2010
Total AUM$79.7M
Discretionary$79.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$65M
Discretionary$65M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$82M
Discretionary$82M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$72.1M
Discretionary$72.1M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$72.1M
Discretionary$72.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$72.1M
Discretionary$72.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$55.1M
Discretionary$55.1M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$48.3M
Discretionary$48.3M
Non-Disc.$0
Employees5
Clients--
DateMay 2004
Total AUM$32.4M
Discretionary$32.4M
Non-Disc.$0
Employees5
Clients--
DateApr 2004
Total AUM$32.4M
Discretionary$32.4M
Non-Disc.$0
Employees5
Clients--