BOGLE WEALTH MANAGEMENT, LLC

BOGLE WEALTH MANAGEMENT, LLC of YARMOUTH PORT, MA is an SEC-registered investment adviser (CRD 168379). Regulatory assets under management: $20.5M.

Registration

• CRD: 168379
• Type: Registered investment adviser
• Location: 244 WILLOW STREET, YARMOUTH PORT, MA, 02675
• Phone: (508) 737-7321
• Latest filing: 2026-02-10
• Regulatory AUM: $20.5M
• Non-discretionary AUM: $20.5M
• Clients: 1
• Accounts: 15

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 168379 on SEC IAPD (source of record)
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