BOGART WEALTH, LLC
CRD #283886 SEC #801-107912 MCLEAN, VA (703) 570-8651
SEC Registered
Total AUM
$2.7B
Discretionary
$2.1B
Employees
41
Clients
--
Accounts
6,117
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $2.7B | $2.1B | $626.8M | 41 | 0 |
| Sep 2025 | $2.7B | $2.1B | $626.8M | 41 | 0 |
| Aug 2025 | $2.7B | $2.1B | $626.8M | 41 | 0 |
| Mar 2025 | $2.7B | $2.1B | $626.8M | 41 | 0 |
| Feb 2025 | $2.7B | $2.1B | $626.8M | 41 | 0 |
| Feb 2025 | $2.7B | $2.1B | $626.8M | 41 | 0 |
| Oct 2024 | $2.6B | $1.8B | $795.2M | 36 | 0 |
| Oct 2024 | $2.6B | $1.8B | $795.2M | 36 | 0 |
| Jul 2024 | $2.6B | $1.8B | $795.2M | 36 | 0 |
| May 2024 | $2.6B | $1.8B | $795.2M | 36 | 0 |
| May 2024 | $2.6B | $1.8B | $795.2M | 36 | 0 |
| Mar 2024 | $2.6B | $1.8B | $795.2M | 36 | 0 |
| Mar 2024 | $2.6B | $1.8B | $795.2M | 36 | 0 |
| Mar 2023 | $2.3B | $1.5B | $785.3M | 28 | 0 |
| Mar 2023 | $2.3B | $1.5B | $785.3M | 28 | 0 |
| Jan 2023 | $1.9B | $1.4B | $561M | 29 | 0 |
| Dec 2022 | $1.9B | $1.4B | $561M | 29 | 0 |
| Oct 2022 | $1.9B | $1.4B | $561M | 29 | 0 |
| Oct 2022 | $1.9B | $1.4B | $561M | 29 | 0 |
| Mar 2022 | $1.9B | $1.4B | $561M | 21 | 0 |
| Mar 2022 | $1.9B | $1.4B | $561M | 21 | 0 |
| Oct 2021 | $1.3B | $1.1B | $252.9M | 19 | 0 |
| Sep 2021 | $1.3B | $1.1B | $252.9M | 19 | 0 |
| Jul 2021 | $1.3B | $1.1B | $252.9M | 19 | 0 |
| Mar 2021 | $1.3B | $1.1B | $252.9M | 19 | 0 |
| Mar 2021 | $1.3B | $1.1B | $252.9M | 19 | 0 |
| Mar 2021 | $1.3B | $1.1B | $252.9M | 19 | 0 |
| Oct 2020 | $947.5M | $645.7M | $301.8M | 15 | 0 |
| Aug 2020 | $947.5M | $645.7M | $301.8M | 15 | 0 |
| Aug 2020 | $947.5M | $645.7M | $301.8M | 15 | 0 |
| Jun 2020 | $947.5M | $645.7M | $301.8M | 13 | 0 |
| Jun 2020 | $947.5M | $645.7M | $301.8M | 13 | 0 |
| Mar 2020 | $947.5M | $645.7M | $301.8M | 13 | 0 |
| Jan 2020 | $748.1M | $517.3M | $230.9M | 8 | 615 |
| Dec 2019 | $748.1M | $517.3M | $230.9M | 8 | 615 |
| Mar 2019 | $748.1M | $517.3M | $230.9M | 8 | 615 |
| Oct 2018 | $708.6M | $485.4M | $223.2M | 12 | 0 |
| Feb 2018 | $708.6M | $485.4M | $223.2M | 12 | 0 |
| Sep 2017 | $494.5M | $353.1M | $141.4M | 12 | 400 |
| Aug 2017 | $494.5M | $353.1M | $141.4M | 12 | 400 |
| Mar 2017 | $494.5M | $353.1M | $141.4M | 12 | 400 |
| Sep 2016 | $440.5M | $357.2M | $83.2M | 10 | 0 |
| Aug 2016 | $0 | $0 | $0 | 5 | 0 |
| Jul 2016 | $0 | $0 | $0 | 5 | 0 |
| Jul 2016 | $0 | $0 | $0 | 5 | 0 |
| Jun 2016 | $0 | $0 | $0 | 5 | 0 |
| May 2016 | $0 | $0 | $0 | 1 | 0 |
DateDec 2025
Total AUM$2.7B
Discretionary$2.1B
Non-Disc.$626.8M
Employees41
Clients0
DateSep 2025
Total AUM$2.7B
Discretionary$2.1B
Non-Disc.$626.8M
Employees41
Clients0
DateAug 2025
Total AUM$2.7B
Discretionary$2.1B
Non-Disc.$626.8M
Employees41
Clients0
DateMar 2025
Total AUM$2.7B
Discretionary$2.1B
Non-Disc.$626.8M
Employees41
Clients0
DateFeb 2025
Total AUM$2.7B
Discretionary$2.1B
Non-Disc.$626.8M
Employees41
Clients0
DateFeb 2025
Total AUM$2.7B
Discretionary$2.1B
Non-Disc.$626.8M
Employees41
Clients0
DateOct 2024
Total AUM$2.6B
Discretionary$1.8B
Non-Disc.$795.2M
Employees36
Clients0
DateOct 2024
Total AUM$2.6B
Discretionary$1.8B
Non-Disc.$795.2M
Employees36
Clients0
DateJul 2024
Total AUM$2.6B
Discretionary$1.8B
Non-Disc.$795.2M
Employees36
Clients0
DateMay 2024
Total AUM$2.6B
Discretionary$1.8B
Non-Disc.$795.2M
Employees36
Clients0
DateMay 2024
Total AUM$2.6B
Discretionary$1.8B
Non-Disc.$795.2M
Employees36
Clients0
DateMar 2024
Total AUM$2.6B
Discretionary$1.8B
Non-Disc.$795.2M
Employees36
Clients0
DateMar 2024
Total AUM$2.6B
Discretionary$1.8B
Non-Disc.$795.2M
Employees36
Clients0
DateMar 2023
Total AUM$2.3B
Discretionary$1.5B
Non-Disc.$785.3M
Employees28
Clients0
DateMar 2023
Total AUM$2.3B
Discretionary$1.5B
Non-Disc.$785.3M
Employees28
Clients0
DateJan 2023
Total AUM$1.9B
Discretionary$1.4B
Non-Disc.$561M
Employees29
Clients0
DateDec 2022
Total AUM$1.9B
Discretionary$1.4B
Non-Disc.$561M
Employees29
Clients0
DateOct 2022
Total AUM$1.9B
Discretionary$1.4B
Non-Disc.$561M
Employees29
Clients0
DateOct 2022
Total AUM$1.9B
Discretionary$1.4B
Non-Disc.$561M
Employees29
Clients0
DateMar 2022
Total AUM$1.9B
Discretionary$1.4B
Non-Disc.$561M
Employees21
Clients0
DateMar 2022
Total AUM$1.9B
Discretionary$1.4B
Non-Disc.$561M
Employees21
Clients0
DateOct 2021
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$252.9M
Employees19
Clients0
DateSep 2021
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$252.9M
Employees19
Clients0
DateJul 2021
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$252.9M
Employees19
Clients0
DateMar 2021
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$252.9M
Employees19
Clients0
DateMar 2021
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$252.9M
Employees19
Clients0
DateMar 2021
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$252.9M
Employees19
Clients0
DateOct 2020
Total AUM$947.5M
Discretionary$645.7M
Non-Disc.$301.8M
Employees15
Clients0
DateAug 2020
Total AUM$947.5M
Discretionary$645.7M
Non-Disc.$301.8M
Employees15
Clients0
DateAug 2020
Total AUM$947.5M
Discretionary$645.7M
Non-Disc.$301.8M
Employees15
Clients0
DateJun 2020
Total AUM$947.5M
Discretionary$645.7M
Non-Disc.$301.8M
Employees13
Clients0
DateJun 2020
Total AUM$947.5M
Discretionary$645.7M
Non-Disc.$301.8M
Employees13
Clients0
DateMar 2020
Total AUM$947.5M
Discretionary$645.7M
Non-Disc.$301.8M
Employees13
Clients0
DateJan 2020
Total AUM$748.1M
Discretionary$517.3M
Non-Disc.$230.9M
Employees8
Clients615
DateDec 2019
Total AUM$748.1M
Discretionary$517.3M
Non-Disc.$230.9M
Employees8
Clients615
DateMar 2019
Total AUM$748.1M
Discretionary$517.3M
Non-Disc.$230.9M
Employees8
Clients615
DateOct 2018
Total AUM$708.6M
Discretionary$485.4M
Non-Disc.$223.2M
Employees12
Clients0
DateFeb 2018
Total AUM$708.6M
Discretionary$485.4M
Non-Disc.$223.2M
Employees12
Clients0
DateSep 2017
Total AUM$494.5M
Discretionary$353.1M
Non-Disc.$141.4M
Employees12
Clients400
DateAug 2017
Total AUM$494.5M
Discretionary$353.1M
Non-Disc.$141.4M
Employees12
Clients400
DateMar 2017
Total AUM$494.5M
Discretionary$353.1M
Non-Disc.$141.4M
Employees12
Clients400
DateSep 2016
Total AUM$440.5M
Discretionary$357.2M
Non-Disc.$83.2M
Employees10
Clients0
DateAug 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJul 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJul 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJun 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateMay 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0