Key facts
- Notable investors include Constellation Wealth Capital.
- Status: Privately Held (backing).
Leadership
- Aleksandr SpencerChief Investment Officer
Investors
1- ·The complete investor list — 1 names
- ·Watchlist + deal alerts for Bogart Wealth
- ·The full record, as it builds
Funding rounds
No funding rounds for Bogart Wealth are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Bogart Wealth
Provider of wealth management services intended to help corporate executives, professionals, and families preserve and grow their wealth for retirement. The company offers a fiduciary standard of care, personalized strategies, and a collaborative team environment, enabling clients to achieve financial peace of mind and safeguard intergenerational wealth.
- Sector
- Financial Services
- HQ
- VA
- Founded
- 2016
- Employees
- 50
- Website
- bogartwealth.com/
- Ownership
- Privately Held (backing)
Bogart Wealth doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Bogart Wealth shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Bogart Wealth in its N-PORT filings yet. We sweep new filings monthly.