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None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Bogart Wealth invest in?","answer":"At the end of its last fiscal year, Bogart Wealth’s separately managed accounts held 57% registered funds (mutual funds, ETFs, BDCs), 37% exchange-traded equities and 6% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Bogart Wealth?","answer":"Bogart Wealth is owned through a chain of holding companies by Bogart Wealth Holdco, LLC. 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