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Bogart Wealth, LLC CRD 283886
$3.19B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2010 Corporate Ridge Suite 900, Mclean, VA 22102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-03 |
Branch Locations
800 Gessner Road, Suite 350, Houston, TX 77024 • United States
2010 Corporate Ridge Suite 900, Mclean, VA 22102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Albuquerque Academy | Albuquerque | NM | 06/2016 | 08/2018 |
| Mcalister's Deli | Albuquerque | NM | 06/2021 | 08/2021 |
| Trinity University | San Antonio | TX | 08/2018 | 05/2022 |
| Charles Schwab & Co., Inc | Austin | TX | 05/2022 | 08/2025 |
| Unemployed | Houston | TX | 08/2025 | 05/2026 |
| Bogart Wealth | Houston | TX | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-09-16 |
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