Bogart Wealth key facts
- Provider of wealth management services intended to help corporate executives, professionals, and families preserve and grow their wealth for retirement.
- Notable investors include Constellation Wealth Capital.
- Status: Privately Held (backing).
Bogart Wealth leadership
- Aleksandr SpencerChief Investment Officer
Who backs Bogart Wealth
1- ·Watch Bogart Wealth: the Monday email on marks, rounds and moves
Bogart Wealth 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.
Bogart Wealth investors
1 investor is on record for Bogart Wealth, including Constellation Wealth Capital. By type, the record holds 1 private equity firm.
Who runs Bogart Wealth
1 person is listed on the Bogart Wealth team: 1 executive, including Aleksandr Spencer (Chief Investment Officer). 1 of them have a verified direct contact on file.
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)
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Bogart Wealth doesn't have a valuation on record yet — one is published once a priced round, a reported valuation, fund marks, or secondary prints surface in our sources. The rest of the record below builds toward it.