Bogart Wealth
Investment Management • 
McLean, Virginia, United States • 51-100 Employees
Company overview
| Headquarters | 2010 Corporate Ridge, Suite 900, McLean, VA 22102, US |
| Phone number | +18003773465 |
| Website | |
| NAICS | 5231 |
| SIC | 621 |
| Keywords | Tax Planning, Retirement Planning, Estate Planning, Investment Management, Cash Flow Planning, SAP, Multi-Generational Planning, Social Security Optimization, Exxonmobil, Roth Conversion Strategies, Sap Ns2 |
| Founded | 2016 |
| Employees | 51-100 |
| Socials |
Key Contacts at Bogart Wealth
James Bogart
Principal, Portfolio Management Director, Financial Advisor
Torry Dell
Director Of Business Development
Amanda Muse
Director Of Advisory
Bogart Wealth Email Formats
Bogart Wealth uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@bogartwealth.com), used 67.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@bogartwealth.com | 67.3% |
{first name}{last name} | johndoe@bogartwealth.com | 32.7% |
About Bogart Wealth
Bogart Wealth is an independent, fee-only wealth management firm guiding corporate executives, professionals, and families on their paths to and throughout retirement. Our approach is to fully understand your dreams - not just your “risk profile” - and then to present you with the options that best serve you, unfettered by the restrictions and agendas of a big institution. As a Registered Investment Advisor (RIA), Bogart Wealth is held to a fiduciary standard, which requires placing client interests ahead of our own. The firm’s boutique size further enables a focus on providing exceptional client service. Our services include: • Retirement Planning • Investment Management • Tax Planning & Tax Strategizing • Roth Conversion Analysis • Cash Flow Planning • Estate Planning • Multi-Generational Planning • Social Security Optimization • Pension Lump Sum vs. Annuity Analysis • Specialized NUA Analysis Please see important disclosures from Bogart Wealth here: https://bogartwealth.com/important-disclosure-information/ Neither third-party rankings nor recognitions by unaffiliated rating services, publications, or media, nor any amount of prior experience or success should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results. Unless indicated, a fee was not paid by the Firm or staff to receive any ranking. The rankings are based on specific criteria and methodology. No ranking or recognition should be construed as an endorsement by any past or current client of the investment professional or Bogart Wealth. "Likes" & comments received are not intended to be client endorsements and are not compensated or influenced by Bogart. Registration of an Advisor does not imply a certain level of skill or training.
Bogart Wealth revenue & valuation
| Annual revenue | $5,000,000 |
| Revenue per employee | $97,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $16,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Bogart Wealth has 30 employees across 5 departments.
Departments
Number of employees
Bogart Wealth Tech Stack
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Frequently asked questions
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