Bogart Wealth, LLC
● SEC registered since 2016CRD 283886SEC# 801-107912McLean, VA
Reg. AUM
$3.19B
Employees
50
Accounts
6,635
Location
McLean, VA
Bogart Wealth, LLC assets under management
Bogart Wealth, LLC operates as an SEC-registered investment adviser based in McLean, VA. The firm has been registered since 2016. It reports $3.2 billion in regulatory assets under management and employs 50 people.
Bogart Wealth, LLC owners & executives
13 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aleksandr C Spencer Control | Chief Investment Officer | Under 5% | 2022 |
| Allen Charles Eickelberg Control | Chief Operating Officer | Under 5% | 2025 |
| Bogart Wealth Midco, LLC Control | Member | Over 75% | 2025 |
See all 13 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Bogart Wealth, LLC manage?
Bogart Wealth, LLC reports $3.2 billion in regulatory assets under management on its Form ADV.
How many employees does Bogart Wealth, LLC have?
Bogart Wealth, LLC reports 50 employees.
Where is Bogart Wealth, LLC located?
Bogart Wealth, LLC is based in McLean, VA and has been SEC-registered since 2016.
Does Bogart Wealth, LLC disclose fund performance?
Bogart Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2010 Corporate Ridge, Suite 900, McLean, VA 22102 |
| Phone | (703) 570-8651 |
| Fax | (703) 783-2344 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1715740 |
| Discloses disciplinary history | No |
Regulatory AUM
$3.19B▲ 19%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 17%
Larger than 83% of 16,271 advisers
EmployeesTop 12%
More than 88% of 16,825 advisers
Assets under management
$3.19Bregulatory AUM
Discretionary $2.51BNon-discretionary $679.9M