To see the full Financial Advisor Magazine RIA rankings, please click here. To see their full list of fastest growing companies, please click here.

RANKED BY SMARTASSET AS THE SECOND FASTEST GROWING COMPANY

Additionally, Bogart Wealth has been included in SmartAsset’s list of Top 50 fastest growing financial advisory firmsranking #2 in their 2022 list. The report notes that Bogart experienced 3-year growth of 157% and 1-year growth of 47% in its assets under management, as well as 3-year growth of 135% and growth over 1 year of 38% in customer accounts.

To identify the fastest growing financial advisory firms in the United States, SmartAsset eliminated RIAs that participated in mergers or acquisitions during the reporting period, comparing a total of 729 RIAs across four metrics : one- and three-year percentage change in the number of client accounts and one- and three-year percentage change in assets under management.

BOGART’S WEALTH SURPASSES $2 billion IN AUM

Bogart Wealth recently announced that it exceeded $2 billion in AUM, sitting just above $2 billion of the July 19, 2022 – despite all the recent market volatility. Bogart Wealth has more than doubled its AUM organically since the start of the pandemic and continues to add new clients and households as the company experiences rapid growth in all facets of the business (1,131 clients to date from July 2022).

“I am very proud to announce that we now manage more than $2 billion for our customers,” Bogart said. “It was only a matter of time, but this is an important step for our business. It’s also a testament to our team, who pride themselves on serving our customers at the highest level. A big thank you to our entire team, as well as the many customers who have referred us to friends, family and colleagues.”

NEW TEAM MEMBERS AT BOGART WEALTH

In order to properly serve all of its new clients, Patrimoine Bogart continues to hire new employees and strengthen its team. In the second quarter of 2022, Bogart Wealth hired six new team members:

  • Misty GarzaCFP®, MBA, Vice President, Financial Advisor
  • Brian WindsorCFP®, Vice President, Financial Advisor
  • Morgan VethCFP®, Vice President, Financial Advisor
  • Jung SehFinancial Advisor
  • Adam FlatJunior Portfolio Analyst
  • Chaz BillakCustomer Service Associate

“We are very pleased to welcome these six professionals to the Bogart Wealth team, all of whom bring their own unique talents and skills to our organization,” said Michael Dubay, COO of Bogart Wealth. “However, our growth doesn’t stop there – we are actively recruiting and looking to fill vacancies in our offices. McLean, Virginia and The Woods, Texas.”

OPEN POSITIONS AT BOGART WEALTH

Bogart Wealth is currently looking for team players and hard workers who are willing to go above and beyond to fill eight open positions in the McLean office and three open positions in Woods Desk. Vacancies include Financial Advisor, Director of Client Services, Advisory Manager, Associate Financial Advisor, Financial Planning Associate, Client Service Associate, and more.

To learn more about vacancies and careers at Bogart Wealth, please click here. To learn more about all benefits at Bogart Wealth, please click here.

ABOUT BOGART WEALTH

Bogart Wealth is an independent, fee-based wealth management firm that guides business leaders, professionals and families on their path to and through retirement. Led by the President and CEO James Bogart, their mission is to help clients achieve financial peace of mind by preserving and maximizing intergenerational wealth. As a Registered Investment Advisor (RIA), Bogart Wealth is held to a fiduciary standard, giving clients the confidence to know that everything the firm does is always in their best interests. Wealth Bogart clients receive an extremely high level of service, and the size of the company’s boutique allows multiple advisors to familiarize themselves with each client and their financial plan. At Bogart Wealth, everyone is part of the team and they have taken great care to create a collegial and cooperative culture, as well as a diverse set of skills, experience, qualifications and credentials. The team works together to apply their combined experience, expertise and knowledge to each client account. To learn more, visit www.BogartWealth.com.

Media Contact:
Johnny Swift
Impact Communications, Inc.
913-649-5009
[email protected]

SOURCE Bogart Wealth