The $3.1B RIA moves to larger space to accommodate continued growth in 2025 and beyond

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.

The firm moved on Monday, October 20, following years of steady growth that saw the firm outgrow its previous space. Bogart Wealth maintains its headquarters in McLean, Virginia, and its office in The Woodlands, Texas.

“Houston remains an important part of our firm’s history and future, and this new office allows us to continue providing the high level of service and accessibility our clients expect,” said James Bogart, Founder and CEO. “We are excited to expand our presence in the region and set the stage for our firm's next phase.”

Located in Houston’s Memorial City, the enhanced office was designed to strengthen collaboration and client experience. Bogart Wealth partnered with Savills, Porter Hedges LLP, Byrd Interior Construction, and MetroNational to complete the move.

“This new office reflects our continued investment in our people and our clients,” said Amanda Muse, Director of Advisory at Bogart Wealth. “This space gives us the foundation to keep building lasting relationships and delivering on our commitment to personalized advice.”

Since its founding in 2016, Bogart Wealth has grown from $600 million to more than $3.1 billion in assets under management as of September 30, 2025. The firm’s organic growth has been supported by client referrals, advisor recruitment, and educational initiatives designed to deepen engagement. In 2025, Bogart Wealth will reach more than 1,500 current and prospective clients through live seminars and webinars, with further expansion planned for 2026.

ABOUT BOGART WEALTH

Bogart Wealth is an independent, fee-only registered investment advisor providing integrated financial planning, investment management, and tax strategy for corporate executives, professionals, and families. The team has extensive experience with benefit transitions, equity compensation, and retirement planning for employees of Fortune 500 companies, with a particular strength in guiding clients through retirement and career transitions. Led by founder and CEO James Bogart, the firm delivers a coordinated in-house approach to planning, tax, and investments. With offices in Virginia and Texas, Bogart serves a broad range of individuals and families with the personal attention of a boutique firm. The team has also developed deep expertise supporting professionals in the energy, defense, and technology sectors. To learn more, visit www.BogartWealth.com.

Registration as an investment adviser (RIA) does not imply a certain level of skill or training.

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