B
CRD: 168379
Bogle Wealth Management, LLC
Yarmouth Port, MA, 02675
5087377321
$20.5M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
12 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-28-2014
- Office Locations
- 1
Office Locations
244 Willow Street Yarmouth Port MA
About Bogle Wealth Management, LLC
Bogle Wealth Management, LLC is a Yarmouth Port-based RIA. The firm has been operating for 12 years. Managing $20.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$20.5M AVG AUM / ADVISOR
$3.4M AVG AUM / CLIENT
12.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
Unlock to see real insight on horizon ember delta.
See the complete signal summary connected to zenith.
Request access to benchmark trends tied to glacier.
Upgrade to reveal position-level detail across vital unison.
Premium access reveals conviction themes in catalyst signal.
Unlock to see real insight on vital vector peak.
Full visibility includes strategy notes for quantum catalyst signal.
Full visibility includes strategy notes for unison north.
Asset Classes
Pathway signal
Investment Themes
Element pathway
Investment Vehicles
Prime
Owner & Executives
J
JEREMY GRANT BOGLE
Chief Compliance Officer, Owner, President
- CRD
- #3033839
- Ownership
- 75% or more
(316) 489-6354
vital.summit@valuecapital.com
in linkedin.com/in/fusion-insight
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $20,500,000 | -- |
| Total | $20,500,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $20,500,000
Equity - Exchange:
28.7% Cash:
48.4% U.S. Government/Agency:
22.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,270,555,900 | 28.7% |
| Cash | $3,829,090,786 | 48.4% |
| U.S. Government/Agency | $1,811,697,913 | 22.9% |
| Total | $7,911,344,599 | 100.0% |