ria
Bogart Wealth
MCLEAN, VA
CRD: 283886
In network coverage since August 25, 2026 · 1 story
$3.2BRegulatory AUMSEC Form ADV · Oct 3
50EmployeesForm ADV
Regulatory AUM · Aug 29 – Oct 3
Network coverage
M&A
Confluence minority stake is a growth bet
Constellation's minority investment in $7.6B Confluence leaves the founders in control and the investor's return dependent on the next valuation.