Family Office · McLean, VA, United States
Bogart Wealth is a registered investment advisory firm specializing in wealth management and financial planning services for individuals, families, and businesses. Founded in 2016 and headquartered in McLean, Virginia, the company offers services such as retirement planning, investment management, tax planning, and estate planning. Bogart Wealth is known for its focus on serving executives and employees in the energy sector, particularly those with complex compensation and benefits packages. The firm emphasizes a fiduciary approach and has experienced recent growth, expanding its team and client base.
Business models
services
Customer segments
Retirees, Families & Individuals, Entrepreneurs, Technology Sector Employees, Government Contractor Employees, Energy Sector Employees
Geography
US
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Bogart Wealth deploys privately-held capital. Cycles are short, decisions concentrated, and structures flexible (equity, convertible, revenue-share). Less brand premium, more underwriting on substance. Claude Fundraiser tracks Bogart Wealth alongside 45,000+ other active investors, ranked weekly by recent-deal momentum, sector concentration, and partner activity.
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