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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 9, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BERNSTEIN, DANIEL, ADAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BOGART, JAMES, EDWARD | I | CHIEF EXECUTIVE OFFICER, PRESIDENT, TREASURER AND SECRETARY | NA | Control |
| BOGART, JAMES, EDWARD | I | CHIEF EXECUTIVE OFFICER, PRESIDENT, TREASURER AND SECRETARY | NA | Control |
| BOGART, JAMES, EDWARD | I | CHIEF EXECUTIVE OFFICER, TREASURER AND SECRETARY | NA | Control |
| BOGART, JAMES, EDWARD | I | CHIEF EXECUTIVE OFFICER, TREASURER AND SECRETARY | NA | Control |
| BOGART, JAMES, EDWARD | I | CHIEF EXECUTIVE OFFICER, TREASURER AND SECRETARY | NA | Control |
| BOGART, JAMES, EDWARD | I | CHIEF EXECUTIVE OFFICER, TREASURER AND SECRETARY | NA | Control |
| CONTI, DOMENICO | I | CONTROLLER | NA | Control |
| CONTI, DOMENICO | I | CONTROLLER | NA | Control |
| CONTI, DOMENICO | I | CONTROLLER | NA | Control |
| DUBAY, MICHELLE, ANNE | I | DIRECTOR OF OPERATIONS | NA | Control |
| DUBAY, MICHELLE, ANNE | I | DIRECTOR OF OPERATIONS | NA | Control |
| DUBAY, MICHELLE, ANNE | I | DIRECTOR OF OPERATIONS | NA | Control |
| DUBAY, MICHELLE, ANNE | I | DIRECTOR OF OPERATIONS | NA | Control |
| DUBAY, MICHELLE, ANNE | I | DIRECTOR OF OPERATIONS | NA | Control |
| DUBAY, MICHELLE, ANNE | I | CHIEF OPERATING OFFICER | NA | Control |
| DUBAY, MICHELLE, ANNE | I | CHIEF OPERATING OFFICER | NA | Control |
| DUBAY, MICHELLE, ANNE | I | CHIEF OPERATING OFFICER | NA | Control |
| DUBAY, MICHELLE, ANNE | I | CHIEF OPERATING OFFICER | NA | Control |
| DUBAY, MICHELLE, ANNE | I | CHIEF OPERATING OFFICER | NA | Control |
| DUBAY, MICHELLE, ANNE | I | CHIEF OPERATING OFFICER | NA | Control |
| DUBAY, MICHELLE, ANNE | I | CHIEF OPERATING OFFICER | NA | Control |
| DUBAY, MICHELLE, ANNE | I | CHIEF OPERATING OFFICER | NA | Control |
| DUBAY, MICHELLE, ANNE | I | CHIEF OPERATING OFFICER | NA | Control |
| DUBAY, MICHELLE, ANNE | I | CHIEF OPERATING OFFICER | NA | Control |
| DUBAY, MICHELLE, ANNE | I | CHIEF OPERATING OFFICER | NA | Control |
| DUBAY, MICHELLE, ANNE | I | CHIEF OPERATING OFFICER | NA | Control |
| DUBAY, MICHELLE, ANNE | I | CHIEF OPERATING OFFICER | NA | Control |
| DUBAY, MICHELLE, ANNE | I | CHIEF OPERATING OFFICER | NA | Control |
| DUBAY, MICHELLE, ANNE | I | CHIEF OPERATING OFFICER | NA | Control |
| DUBAY, MICHELLE, ANNE | I | CHIEF OPERATING OFFICER | NA | Control |
| DUBAY, MICHELLE, ANNE | I | CHIEF OPERATING OFFICER | NA | Control |
| DUBAY, MICHELLE, ANNE | I | CHIEF OPERATING OFFICER | NA | Control |
| DUBAY, MICHELLE, ANNE | I | CHIEF OPERATING OFFICER | NA | Control |
| DUBAY, MICHELLE, ANNE | I | CHIEF OPERATING OFFICER | NA | Control |
| DUBAY, MICHELLE, ANNE | I | CHIEF OPERATING OFFICER | NA | Control |
| DUBAY, MICHELLE, ANNE | I | CHIEF OPERATING OFFICER | NA | Control |
| DUBAY, MICHELLE, ANNE | I | CHIEF OPERATING OFFICER | NA | Control |
| DUBAY, MICHELLE, ANNE | I | CHIEF OPERATING OFFICER | NA | Control |
| DUBAY, MICHELLE, ANNE | I | CHIEF OPERATING OFFICER | NA | Control |
| DUBAY, MICHELLE, ANNE | I | CHIEF OPERATING OFFICER | NA | Control |
| DUBAY, MICHELLE, ANNE | I | CHIEF OPERATING OFFICER | NA | Control |
| DUBAY, MICHELLE, ANNE | I | CHIEF OPERATING OFFICER | NA | Control |
| DUBAY, MICHELLE, ANNE | I | CHIEF OPERATING OFFICER | NA | Control |
| DUBAY, MICHELLE, ANNE | I | CHIEF OPERATING OFFICER | NA | Control |
| DUBAY, MICHELLE, ANNE | I | CHIEF OPERATING OFFICER | NA | Control |
| DUBAY, MICHELLE, ANNE | I | CHIEF OPERATING OFFICER | NA | Control |
| DUBAY, MICHELLE, ANNE | I | CHIEF OPERATING OFFICER | NA | Control |
| DUBAY, MICHELLE, ANNE | I | CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| EICKELBERG, ALLEN, CHARLES | I | CHIEF OPERATING OFFICER | NA | Control |
| FUHRMAN, JEFFREY, MARC | I | PRESIDENT | NA | Control |
| FUHRMAN, JEFFREY, MARC | I | PRESIDENT | NA | Control |
| FUHRMAN, JEFFREY, MARC | I | PRESIDENT | NA | Control |
| FUHRMAN, JEFFREY, MARC | I | PRESIDENT | NA | Control |
| KELLOGG, SUZANNE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KELLOGG, SUZANNE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KELLOGG, SUZANNE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KELLOGG, SUZANNE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KELLOGG, SUZANNE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KELLOGG, SUZANNE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SPENCER, ALEKSANDR, C | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SPENCER, ALEKSANDR, C | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SPENCER, ALEKSANDR, C | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SPENCER, ALEKSANDR, C | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SPENCER, ALEKSANDR, C | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SPENCER, ALEKSANDR, C | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SPENCER, ALEKSANDR, C | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SPENCER, ALEKSANDR, C | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SPENCER, ALEKSANDR, C | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SPENCER, ALEKSANDR, C | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SPENCER, ALEKSANDR, C | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SPENCER, ALEKSANDR, C | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SPENCER, ALEKSANDR, C | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SPENCER, ALEKSANDR, C | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SPENCER, ALEKSANDR, C | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SPENCER, ALEKSANDR, C | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SPENCER, ALEKSANDR, C | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SPENCER, ALEKSANDR, C | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SPENCER, ALEKSANDR, C | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SPENCER, ALEKSANDR, C | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SPENCER, ALEKSANDR, C | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SPENCER, ALEKSANDR, C | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BOGART WEALTH MIDCO, LLC | DE | MEMBER | E | Control |
| BOGART WEALTH MIDCO, LLC | DE | MEMBER | E | Control |
| BOGART WEALTH MIDCO, LLC | DE | MEMBER | E | Control |
| BOGART WEALTH MIDCO, LLC | DE | MEMBER | E | Control |
| BOGART WEALTH MIDCO, LLC | DE | MEMBER | E | Control |
| BOGART WEALTH MIDCO, LLC | DE | MEMBER | E | Control |
| BOGART, JAMES, EDWARD | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| BOGART, JAMES, EDWARD | I | CHIEF EXECUTIVE OFFICER, PRESIDENT, CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| BOGART, JAMES, EDWARD | I | CHIEF EXECUTIVE OFFICER, PRESIDENT, CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| BOGART, JAMES, EDWARD | I | CHIEF EXECUTIVE OFFICER, PRESIDENT, CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| BOGART, JAMES, EDWARD | I | CHIEF EXECUTIVE OFFICER, PRESIDENT, CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| BOGART, JAMES, EDWARD | I | CHIEF EXECUTIVE OFFICER, PRESIDENT, CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| BOGART, JAMES, EDWARD | I | CHIEF EXECUTIVE OFFICER, PRESIDENT, CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| BOGART, JAMES, EDWARD | I | CHIEF EXECUTIVE OFFICER, PRESIDENT, CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| BOGART, JAMES, EDWARD | I | CHIEF EXECUTIVE OFFICER, PRESIDENT, CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| BOGART, JAMES, EDWARD | I | CHIEF EXECUTIVE OFFICER, PRESIDENT, CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| BOGART, JAMES, EDWARD | I | CHIEF EXECUTIVE OFFICER, PRESIDENT, CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| BOGART, JAMES, EDWARD | I | CHIEF EXECUTIVE OFFICER, PRESIDENT, CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| BOGART, JAMES, EDWARD | I | CHIEF EXECUTIVE OFFICER, PRESIDENT, CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| BOGART, JAMES, EDWARD | I | CHIEF EXECUTIVE OFFICER, PRESIDENT, CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| BOGART, JAMES, EDWARD | I | CHIEF EXECUTIVE OFFICER, PRESIDENT, CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| BOGART, JAMES, EDWARD | I | CHIEF EXECUTIVE OFFICER, PRESIDENT, CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| BOGART, JAMES, EDWARD | I | CHIEF EXECUTIVE OFFICER, PRESIDENT, CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| BOGART, JAMES, EDWARD | I | CHIEF EXECUTIVE OFFICER, PRESIDENT, CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| BOGART, JAMES, EDWARD | I | CHIEF EXECUTIVE OFFICER, PRESIDENT, CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| BOGART, JAMES, EDWARD | I | CHIEF EXECUTIVE OFFICER, PRESIDENT, CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| BOGART, JAMES, EDWARD | I | CHIEF EXECUTIVE OFFICER, PRESIDENT, CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| BOGART, JAMES, EDWARD | I | CHIEF EXECUTIVE OFFICER, PRESIDENT, CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| BOGART, JAMES, EDWARD | I | CHIEF EXECUTIVE OFFICER, PRESIDENT, CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| INTERIM HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| BOGART, BRIAN, JOHN | I | MEMBER | D | Control |
| BOGART, BRIAN, JOHN | I | MEMBER | D | Control |
| BOGART, BRIAN, JOHN | I | MEMBER | D | Control |
| BOGART, BRIAN, JOHN | I | MEMBER | D | Control |
| BOGART, BRIAN, JOHN | I | MEMBER | D | Control |
| BOGART, BRIAN, JOHN | I | MEMBER | D | Control |
| BOGART, BRIAN, JOHN | I | MEMBER | D | Control |
| BOGART, BRIAN, JOHN | I | MEMBER | D | Control |
| BOGART, BRIAN, JOHN | I | MEMBER | D | Control |
| BOGART, BRIAN, JOHN | I | MEMBER | D | Control |
| BOGART, BRIAN, JOHN | I | MEMBER | D | Control |
| BOGART, BRIAN, JOHN | I | MEMBER | D | Control |
| BOGART, BRIAN, JOHN | I | MEMBER | D | Control |
| BOGART, BRIAN, JOHN | I | MEMBER | D | Control |
| BOGART, BRIAN, JOHN | I | MEMBER | D | Control |
| BOGART, JAMES, EDWARD | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | D | Control |
| BOGART, JAMES, EDWARD | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | D | Control |
| BOGART, JAMES, EDWARD | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | D | Control |
| BOGART, JAMES, EDWARD | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | D | Control |
| BOGART, JAMES, EDWARD | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | D | Control |
| BOGART, JAMES, EDWARD | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | D | Control |
| BOGART, JAMES, EDWARD | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | D | Control |
| BOGART, JAMES, EDWARD | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | D | Control |
| BOGART, JAMES, EDWARD | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | D | Control |
| BOGART, JAMES, EDWARD | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | D | Control |
| BOGART, JAMES, EDWARD | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | D | Control |
| BOGART, JAMES, EDWARD | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | D | Control |
| BOGART, JAMES, EDWARD | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | D | Control |
| BOGART, JAMES, EDWARD | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | D | Control |
| BOGART, JAMES, EDWARD | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | D | Control |
| BOGART, JAMES, EDWARD | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | D | Control |
| BOGART, JAMES, EDWARD | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | D | Control |
| BOGART, JAMES, EDWARD | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | D | Control |
| BOGART, JAMES, EDWARD | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | D | Control |
Registrations
Federal
IA
Dec 9, 2025 REGISTERED
Notice Filings (26)
AL AZ CA CT DC DE FL GA IL LA MA MD MI MS MT NC NH NJ NY OH PA SC TN TX VA WA
Address
2010 CORPORATE RIDGESUITE 900
MCLEAN, VA 22102
United States
Phone: (703) 570-8651