BOGART WEALTH, LLC of MCLEAN, VA is an SEC-registered investment adviser (CRD 283886). Regulatory assets under management: $3.2B.
Compensation: % of AUM.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| James Edward Bogart | CHIEF EXECUTIVE OFFICER, PRESIDENT, TREASURER AND SECRETARY; CHIEF EXECUTIVE OFFICER, TREASURER AND SECRETARY | — |
| Michelle Anne Dubay | CHIEF ADMINISTRATIVE OFFICER; CHIEF OPERATING OFFICER | — |
| Aleksandr C Spencer | CHIEF INVESTMENT OFFICER | — |
| Suzanne Elizabeth Kellogg | CHIEF COMPLIANCE OFFICER | — |
| Jeffrey Marc Fuhrman | PRESIDENT | — |
| Domenico Conti | CONTROLLER | — |
| Allen Charles Eickelberg | CHIEF OPERATING OFFICER | — |
| BERNSTEIN DANIEL ADAM | CHIEF COMPLIANCE OFFICER | — |
| SPENCER JAMES C | CHIEF INVESTMENT OFFICER | — |
| BOGART JAMES EDWARD | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER; CHIEF EXECUTIVE OFFICER, PRESIDENT, CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | — |
| BOGART BRIAN JOHN | MEMBER | — |
| DUBAY MICHELLE ANNE | CHIEF OPERATING OFFICER; DIRECTOR OF OPERATIONS | — |