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Chief Executive Officer, Treasurer and Secretary · Bogart Wealth, LLC

James E. Bogart

CRD 5349230 · Named on Form ADV at one SEC-registered adviser

At a glance

Bogart Wealth, LLC, an SEC-registered wealth manager based in McLean, VA with $3.2 billion in regulatory assets, lists James E. Bogart on its Form ADV as Chief Executive Officer, Treasurer and Secretary, a control person.

Firms and roles

  • Bogart Wealth, LLCChief Executive Officer, Treasurer and SecretaryWealth manager · McLean, VA · $3.2B in regulatory assets

AtlasMembers

James’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (6)

1 more person named with James on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For James’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.