Southwala Shorts
- Bogart Wealth, a fee-only registered investment advisory firm managing over $3.1 billion in assets, has expanded and upgraded its Houston office as part of its...
- The firm announced the relocation to a larger and more advanced facility at 800 Gessner Road, Suite 350, in Houston’s Memorial City district.
- The move is aimed at supporting Bogart Wealth’s expanding client base in Texas and enhancing service delivery with improved space, technology, and accessibility.
- Founded in 2016 and headquartered in McLean, Virginia, Bogart Wealth also operates an office in The Woodlands, Texas, reflecting its long-term commitment to the state.
Bogart Wealth, a fee-only registered investment advisory firm managing over $3.1 billion in assets, has expanded and upgraded its Houston office as part of its ongoing national growth strategy. The firm announced the relocation to a larger and more advanced facility at 800 Gessner Road, Suite 350, in Houston’s Memorial City district.
The move is aimed at supporting Bogart Wealth’s expanding client base in Texas and enhancing service delivery with improved space, technology, and accessibility.
Founded in 2016 and headquartered in McLean, Virginia, Bogart Wealth also operates an office in The Woodlands, Texas, reflecting its long-term commitment to the state. The firm’s leadership emphasized that Houston remains a vital part of its history and a key hub for future operations.
“We are proud of our continued growth and the trust clients place in us,” said the company in its announcement. “This expansion allows us to serve more families and professionals with the same level of independence and transparency that defines our firm.”
Since its launch, Bogart Wealth has grown from managing around $600 million to more than $3.1 billion in assets as of September 30, 2025. The firm attributes its growth to a combination of client referrals, strategic advisor recruitment, and a focus on personalized financial planning.
The new Houston office was developed in collaboration with Savills, Porter Hedges LLP, Byrd Interior Construction, and MetroNational, a lineup that underscores the firm’s commitment to quality infrastructure and client experience.
Bogart Wealth also plans to expand its educational outreach, hosting more than 1,500 clients and prospects through seminars and webinars this year. These sessions aim to help investors make informed financial decisions and understand long-term wealth strategies.
With this expansion, the firm reinforces its position as one of the fastest-growing independent wealth advisors in the country.
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