Bogart Wealth
Highly Engaged Employees
Highly Engaged EmployeesFinance · Virginia, United States · 11-50 Employees
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Overview
Headquarters
2010 Corporate Rdg Ste 900, Mc Lean, Vir...Phone Number
(703) 570-8651Website
www.bogartwealth.comRevenue
$8.2 MillionIndustry
ZI Rank: 2
Signal Type
Dec
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ZI Rank
2
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About Bogart Wealth
Bogart Wealth is a financial advisory and Registered Investment Advisory firm providing retirement planning, investment management, estate planning, real estate investment, and insurance consultation services. Bogart Wealth is headquartered in McLean, Virginia.Explore more
Bogart Wealth Org Chart
DB
President
AE
Chief Operating Officer
MD
Chief Operating Officer
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Revenue
Number of Employees
Type
Funding
Founded In
$5.7M
11-50
Private
-
-
MJ
Michael JpPresident, Michael Jp Fitzgerald, Cpa & Pfs, Cfp, Mstax, Ccfp, Ccfs, ELA , TX (Houston)
Company Profile Activity
Activity Insights
Bogart Wealth is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Bogart Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Bogart Wealth.
Bogart Wealth financials insights
Gather financial insights about Bogart Wealth, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$150K
Bogart Wealth Tech Stack
A closer look at the technologies used by Bogart Wealth
Most Recent Scoops
Hiring Plans
Bogart Wealth has more open roles in Sales than it has had at any time in the past 12 months. Technologies mentioned include: Salesforce.
Hiring Plans
Hiring Plans
Bogart Wealth has more open roles in Sales than it has had at any time in the past 9 months.
Hiring Plans
New Hire
Executive Move
Allen Eickelberg has recently joined the organization as Chief Operating Officer. Previously, Eickelberg served as Managing Director, Operations for Redbrick Partners.
Executive Moves, New Hire
Lateral Move
Executive Move
Executive Moves, Lateral Move
New Hire
Executive Move
Executive Moves, New Hire
Bogart Wealth News & Media
Bogart Wealth Introduces Executive Leader Jeffrey Fuhrman as President
MCLEAN, Va.--(BUSINESS WIRE)-- #RIA--Bogart Wealth, an award-winning, independent wealth management and Registered Investment Advisory firm, today announced that it has introduced Jeffrey Fuhrman, an experienced industry executive, to the team as President. “We’re thrilled to announce Jeffrey Fuhrman as the new President of Bogart Wealth and introduce him to the team,” said James Bogart, CFP®, ChFC®, CEO & Founder of Bogart Wealth. “Jeff has an incredible track record of leading firms across a vBogart Wealth Closes on Minority Investment from Constellation Wealth Capital While Remaining Independent
MCLEAN, Va.--(BUSINESS WIRE)-- #advisorgrowthstrategies--Bogart Wealth, an award-winning, independent wealth management and Registered Investment Advisory firm, today announced that it has closed on a minority, long-duration investment from Constellation Wealth Capital (CWC), a long-term strategic investor that provides capital solutions exclusively to wealth management businesses and multi-family offices. This minority investment in Bogart Wealth will be used to further enhance the firm’s clienBogart Wealth Listed as Top RIA Firm in Virginia in Forbes, CEO James Bogart Named a Barron’s Top 100 Independent Financial Advisor
MCLEAN, Va.--(BUSINESS WIRE)-- #FAmag--Bogart Wealth, an award-winning, independent wealth management and Registered Investment Advisory firm, was named to multiple lists of top financial advisors and fastest-growing companies in national and industry publications over the last few months. This recognition was highlighted by the firm being named to Forbes’ 2024 list of America’s Top RIA Firms and CEO James Bogart, CFP®, ChFC® being selected as one of Barron’s Top 100 Independent Financial Adviso
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Bogart Wealth is a financial advisory and Registered Investment Advisory firm providing retirement planning, investment management, estate planning, real estate investment, and insurance consultation services. Bogart Wealth is headquartered in McLean, Virginia.... Read More
