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- Custodian
- Broadridge · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-02-2016
- Office Locations
- 5
Office Locations
About Bogart Wealth, LLC
Bogart Wealth, LLC is a fiduciary wealth management and financial planning firm serving successful executives, entrepreneurs, and families. The team takes a highly customized, planning-first approach—building around clients’ full financial picture and goals, then implementing investment and tax-planning strategies without big-institution constraints. The firm publishes “The Bogart Effect” podcast and custodies with Charles Schwab.
Reported data analysis
What the numbers show
Between December 9, 2025 and August 14, 2026, reported AUM increased 19.1%, from $2.7B to $3.2B.
Across 5 reported observations, AUM increased 65.7% between December 13, 2022 and August 14, 2026, from $1.9B to $3.2B.
Of the latest reported AUM, 78.7% is discretionary and 21.3% is non-discretionary.
The firm reports 29 advisory representatives and 1,442 clients, or 49.7 clients per representative. That equates to $2.2M in reported AUM per client.
The profile lists 5 reported office locations and 10 years in operation. The source data was last updated on September 14, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
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Owner & Executives
JAMES EDWARD BOGART
Chief Executive Officer, Financial Advisor, General Partner, Secretary, TREASURER
- CRD
- #5349230
- Ownership
- Less than 5%
DOMENICO CONTI
CONTROLLER
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 7 owners & executives
Unlock allContacts
Chaz Harrison Billak
Advisor
- CRD
- #7944508
MICHAEL BENITO CAMARA
Vice President
- CRD
- #5232671
Showing 2 of 29 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,510,632,050 | $569,692 |
| Non-Discretionary | $679,898,180 | $305,161 |
| Total | $3,190,530,230 | $480,864 |
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Separately Managed Accounts
SMA allocation detail is available
Bogart Wealth, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Bogart Wealth, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.