Bogart Wealth

Bogart Wealth is an independent, fee-only wealth management firm guiding corporate executives, professionals, and families on their paths to and throughout retirement. Their mission is to help clients achieve financial peace of mind by preserving and maximizing intergenerational wealth.

Funding Round: Minority Investment

Funding Amount:

Date: 22-Jan-2025

Investors: Constellation Wealth Capital (CWC)

Markets: Wealth Management, Investment Management

HQ: McLean, Virginia, United States

Founded: 2016

Website: https://bogartwealth.com/

LinkedIn: https://www.linkedin.com/company/bogart-wealth

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Crunchbase: https://www.crunchbase.com/organization/bw

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