Bogart Wealth Positions Itself for Next Stage of Growth with Appointment of New Chief Operating Officer
Bogart Wealth, an independent, fee-only Registered Investment Advisor, has announced the appointment of Allen Eickelberg, CFP®, as Chief Operating Officer. The addition highlights a period of significant momentum for the firm, which continues to invest in leadership and infrastructure as it enters its next phase of growth.
Bogart Wealth Upgrades Houston Office to Support Firm’s Ongoing Expansion
Bogart Wealth, an independent, fee-only Registered Investment Advisor, has completed its move to new office space in Houston. Located at 800 Gessner Road, Suite 350, the new space is equipped to support the firm’s ongoing growth and provides a larger space to serve clients.
Three Bogart Wealth Advisors Recognized Among Nation’s Top Financial Advisors
Bogart Wealth, an independent, fee-only Registered Investment Advisor, announced three financial services industry award wins underscoring the strength of its leadership and advisory team.
Bogart Wealth Introduces Executive Leader Jeffrey Fuhrman as President
Bogart Wealth, an award-winning, independent wealth management and Registered Investment Advisory firm, today announced that it has introduced Jeffrey Fuhrman, an experienced industry executive, to the team as President.
Bogart Wealth Closes on Minority Investment from Constellation Wealth Capital While Remaining Independent
Bogart Wealth, an award-winning, independent wealth management and Registered Investment Advisory firm, today announced that it has closed on a minority, long-duration investment from Constellation Wealth Capital (CWC), a long-term strategic investor that provides capital solutions exclusively to wealth management businesses and multi-family offices.
Bogart Wealth Listed as Top RIA Firm in Virginia in Forbes, CEO James Bogart Named a Barron’s Top 100 Independent Financial Advisor
Bogart Wealth, an award-winning, independent wealth management and Registered Investment Advisory firm, was named to multiple lists of top financial advisors and fastest-growing companies in national and industry publications over the last few months. This recognition was highlighted by the firm being named to Forbes’ 2024 list of America’s Top RIA Firms and CEO James Bogart, CFP®, ChFC® being selected as one of Barron’s Top 100 Independent Financial Advisors.
Bogart Wealth Earns Q1 2024 Recognition from Barron’s, Forbes, Inc. Magazine, and Washington Business Journal
Bogart Wealth, an award-winning, independent wealth management and Registered Investment Advisory firm, was named to multiple lists of top financial advisors and fastest-growing companies in national and industry publications over the course of the first few months of 2024.
