Bogart Wealth
Valuation
$28.3M
2024 Revenue
$9.4M(Est.)
Funding
$0
Team
41
Founded
2016
Bogart Wealth Revenue & Valuation (2024)
Registered investment advisory firm with a team of financial advisors and investment managers, headquartered in McLean, VA
Last updated
Bogart Wealth Revenue
In 2024, Bogart Wealth's revenue reached $9.4M. Since its launch in 2016, Bogart Wealth has shown consistent revenue growth.
| Year | Milestone | Source |
|---|---|---|
| 2024 | Bogart Wealth Hit $9.4m revenue in June 2024 | Estimated |
| 2016 | Launched with $0 revenue |
Bogart Wealth Valuation, Funding Rounds
Bogart Wealth reached a $28.3M valuation in 2025, set during its M&A Offer round.
| Year | Round | Amount | Valuation | % Sold | Source |
|---|---|---|---|---|---|
| 2025 | M&A Offer | - | $28.3M | - |
Founder / CEO
Q&A
| Question | Answer |
|---|---|
| What's your age? | - |
| Favorite online tool? | - |
| Favorite book? | - |
| Favorite CEO? | - |
| Advice for 20 year old self | - |
Customers
We do not have customer count information for Bogart Wealth yet.
Bogart Wealth Employees & Team Size
Bogart Wealth employs approximately 41 people as of 2026.
| Year | Milestone | Source |
|---|---|---|
| 2024 | Reached 41 employees (December 2024) | |
| 2024 | Reached 40 employees (July 2024) |
Frequently Asked Questions about Bogart Wealth
What is Bogart Wealth's revenue?
Bogart Wealth generates an estimated $9.4M in annual revenue.
Who founded Bogart Wealth?
Bogart Wealth was founded by James Bogart.
Who is the CEO of Bogart Wealth?
The CEO of Bogart Wealth is James Bogart.
How much funding does Bogart Wealth have?
Bogart Wealth raised $0.
How many employees does Bogart Wealth have?
Bogart Wealth has 41 employees.
Where is Bogart Wealth headquarters?
Bogart Wealth is headquartered in McLean, Virginia, United States.
Data and Sources
All figures on this page are taken directly from interviews or are estimates from public sources and proprietary models. Not financial advice. Read full disclaimer.
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