Bogart Wealth, LLC

Bogart Wealth, LLC (CRD# 283886) is a financial advisory firm headquartered in Mclean, VA. They manage $708,611,779 in 1,871 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    709
    MILLION
  • Total Number of Accounts
    1,871
    ACCOUNTS
  • Average Account Value
    $378,734
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, DC, FL, GA, LA, MD, MT, NC, NH, NJ, NY, PA, SC, TX, VA

Financial Advisors at Bogart Wealth, LLC
Showing 1 - 7 of 7 top financial advisors.
1
George A. Musselman
CRD#: 5610585
1725 Hughes Landing, Suite 845, The Woodlands, TX 77380
93
Wealthminder
score

George Musselman (CRD# 5610585) is an Investment Advisor Representative working at Bogart Wealth, LLC in The Woodlands, TX and has over 8 years of experience in the finance industry.

2
Grant M. Stucki
CRD#: 5679176
1725 Hughes Landing Blvd., Suite 845, The Woodlands, TX 77381
93
Wealthminder
score

Grant Stucki (CRD# 5679176) is an Investment Advisor Representative working at Bogart Wealth, LLC in The Woodlands, TX and has over 6 years of experience in the finance industry.

3
Michael P. Duffy
CRD#: 5781189
2010 Corporate Ridge, Suite 580, Mclean, VA 22102
90
Wealthminder
score

Michael Duffy (CRD# 5781189) is an Investment Advisor Representative working at Bogart Wealth, LLC in Mclean, VA and has over 4 years of experience in the finance industry.

4
Peter Knoer
CRD#: 6183063
2010 Corporate Ridge, Suite 580, Mclean, VA 22102
90
Wealthminder
score

Peter Knoer (CRD# 6183063) is an Investment Advisor Representative working at Bogart Wealth, LLC in Mclean, VA and has over 5 years of experience in the finance industry.

5
James E. Bogart
CRD#: 5349230
2010 Corporate Ridge, Suite 580, Mclean, VA 22102
86
Wealthminder
score

James Bogart (CRD# 5349230) is an Investment Advisor Representative working at Bogart Wealth, LLC in Mclean, VA and has over 10 years of experience in the finance industry. James Bogart has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Jonathan S. Freehill
CRD#: 6073552
2010 Corporate Ridge, Suite 580, Mclean, VA 22102
83
Wealthminder
score

Jonathan Freehill (CRD# 6073552) is an Investment Advisor Representative working at Bogart Wealth, LLC in Mclean, VA and has over 5 years of experience in the finance industry.

7
Brian J. Bogart
CRD#: 1186538
2010 Corporate Ridge, Suite 580, Mclean, VA 22102
41
Wealthminder
score

Brian Bogart (CRD# 1186538) is an Investment Advisor Representative working at Bogart Wealth, LLC in Mclean, VA and has over 34 years of experience in the finance industry. Brian Bogart has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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