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Bogart Wealth
Overview
Bogart Wealth is a financial services firm based in the United States, founded in 2016, with a focus on investment banking, investment management, and broader financial services. The company employs between 11 to 50 individuals and has reported revenue of approximately $8.25 million. Bogart Wealth's expertise is reflected in its participation in industry evaluations, such as the USA TODAY's "Best Financial Advisory Firms" ranking methodology, which assesses registered investment advisory firms based on client recommendations and the development of assets under management (AUM). The evaluation process includes independent surveys of clients, industry experts, and financial advisors, with the final score derived from a combination of recommendation scores and AUM growth metrics. Although the published document corpus is limited, it indicates Bogart Wealth's engagement in industry-standard practices for assessing firm performance and client satisfaction within the financial advisory landscape.