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Bogart Wealth - Company Overview, Founder, CEO, Funding & Investment Details

Complete information about Bogart Wealth including founder details, CEO information, total funding raised, headquarters location, team size, and recent investment rounds.

Bogart Wealth company logo

Independent, fee-only wealth management firm

Bogart Wealth is an independent, fee-only wealth management firm guiding corporate executives, professionals, and families on their paths to and throughout retirement.

HeadquartersMcLean, Virginia, United States
Team size11-50
Founded2016

What is Bogart Wealth? - Company Overview & Details

Bogart Wealth is Bogart Wealth is an independent, fee-only wealth management firm guiding corporate executives, professionals, and families on their paths to and throughout retirement. Founded in 2016, the company is headquartered in McLean, Virginia, United States.

Who Founded Bogart Wealth?

Bogart Wealth was founded by James Bogart.

Who are the Key Executives at Bogart Wealth? - Leadership Team

Bogart Wealth is led by experienced executives in key positions:

Chief Executive Officer (CEO) of Bogart Wealth

James Bogart, CFP®, ChFCCEO

Chief Technology Officer (CTO) of Bogart Wealth

CTO

About James Bogart, CFP®, ChFC - CEO of Bogart Wealth

James Bogart, CFP®, ChFC serves as the Chief Executive Officer of Bogart Wealth, leading the company's strategic vision and operations. Connect with them on LinkedIn for professional insights.

Bogart Wealth Company Details & Key Information

Where is Bogart Wealth located?

Bogart Wealth is headquartered in McLean, Virginia, United States.

How many employees does Bogart Wealth have?

Bogart Wealth has 11-50 employees.

When was Bogart Wealth founded?

Bogart Wealth was founded in 2016.

Bogart Wealth Official Website

How much funding has Bogart Wealth raised?

Bogart Wealth has raised undisclosed amount across 1 funding rounds.

N/A
Total Funding Raised
1
Funding Rounds
N/A
Latest Round

Bogart Wealth Funding History

Private equity
2025-02-22

Who are the key investors in Bogart Wealth?

Bogart Wealth is backed by 1 key investors including Constellation Wealth Capital. These investors focus on Wealth Management sectors.

Bogart Wealth Investor Overview

1
Key Investors
1
Focus Areas
0
Notable Investments

Complete List of Bogart Wealth Investors

Constellation Wealth Capital

Investor focused on wealth management businesses.

Investment Focus
Wealth Management

What sectors do Bogart Wealth investors focus on?

The investors backing Bogart Wealth primarily focus on Wealth Management sectors.

Wealth Management

Featured Investor: Constellation Wealth Capital

Constellation Wealth Capital

Investor focused on wealth management businesses.

Notable Investments:

What are Bogart Wealth's future plans?

Bogart Wealth Focus on expanding services and enhancing client experience.

Bogart Wealth Strategic Outlook

Strategic Focus
Defined
2
Key Challenges
2
Growth Opportunities

What challenges does Bogart Wealth face?

Bogart Wealth has identified 2 key challenges that need to be addressed for continued growth and success.

Key Challenges for Bogart Wealth

1

Market volatility

2

Competition in the wealth management industry

What opportunities does Bogart Wealth have?

Bogart Wealth has identified 2 key opportunities for growth and market expansion.

Growth Opportunities for Bogart Wealth

1

Increasing demand for tailored financial solutions

2

Growth in assets under management

Bogart Wealth Strategic Position Summary

Key Focus Areas

Bogart Wealth is addressing 2 strategic challenges to strengthen its market position.

Growth Potential

The company has identified 2 key opportunities for expansion and growth.

What are the latest news about Bogart Wealth?

Bogart Wealth has 2 recent news updates covering key business developments and market activities.

Bogart Wealth News Overview

2
Recent Articles
Active
Media Coverage
2025-04-20
Latest Update

What is Bogart Wealth in the news for?

Bogart Wealth is currently featured in news for Bogart Wealth, LLC invests into assets: stake in TJX Companies in the amount of $25K. and other significant business developments.

Recent News Articles About Bogart Wealth

Article 1
2025-04-20

Bogart Wealth, LLC invests into assets: stake in TJX Companies in the amount of $25K.

Bogart Wealth LLC purchased a new stake in TJX Companies in the fourth quarter worth $25,000.

marketbeat.com
Read News
Article 2
2025-04-11

Bogart Wealth, LLC invests into assets: stake in Robinhood Markets in the amount of $37K.

Bogart Wealth LLC acquired a new stake in Robinhood Markets in the fourth quarter valued at $37,000.

slatersentinel.com
Read News

Bogart Wealth FAQ - Frequently Asked Questions About Founder, CEO, Funding & Company Details

Find answers to the most common questions about Bogart Wealth including information about founders, CEO, funding history, investors, headquarters location, and company details. 16 frequently asked questions covering key information about the company.

Bogart Wealth Questions & Answers - Company Information

Q1

What is Bogart Wealth?

Bogart Wealth is an independent, fee-only wealth management firm guiding corporate executives, professionals, and families on their paths to and throughout retirement.

Q2

Who founded Bogart Wealth?

Bogart Wealth was founded by James Bogart.

Q3

Who is the CEO of Bogart Wealth?

The CEO of Bogart Wealth is James Bogart, CFP®, ChFC. You can find more information about them on their LinkedIn profile.

Q4

Who are the investors in Bogart Wealth?

Bogart Wealth's key investors include Constellation Wealth Capital.

Q5

Where is Bogart Wealth headquartered?

Bogart Wealth is headquartered in McLean, Virginia, United States.

Q6

When was Bogart Wealth founded?

Bogart Wealth was founded in 2016.

Q7

How many employees does Bogart Wealth have?

Bogart Wealth has 11-50 employees.

Q8

What is Bogart Wealth's official website?

You can visit Bogart Wealth's official website at bogartwealth.com.

Q9

What was Bogart Wealth's latest funding round?

Bogart Wealth's latest funding round was a Private equity round completed on 2025-02-22.

Q10

Who is founder?

James Bogart, CFP®, ChFC

Q11

What does the company do?

Bogart Wealth is an independent, fee-only wealth management firm guiding corporate executives, professionals, and families on their paths to and throughout retirement.

Q12

Latest funding date?

2025-02-22

Q13

Who are the investors?

Constellation Wealth Capital

Q14

What are the challenges?

Market volatility Competition in the wealth management industry

Q15

What are the opportunities?

Increasing demand for tailored financial solutions Growth in assets under management

Q16

Latest news?

Bogart Wealth LLC purchased a new stake in TJX Companies in the fourth quarter worth $25,000. Bogart Wealth LLC acquired a new stake in Robinhood Markets in the fourth quarter valued at $37,000.

More Information About Bogart Wealth

For additional details about Bogart Wealth, including the latest news, funding updates, and company developments, explore our comprehensive company database. Find information about startup funding, company valuations, executive leadership, and business intelligence data.