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BOGLE WEALTH MANAGEMENT, LLC
CRD 168379
244 WILLOW STREET, YARMOUTH PORT, MA, 02675, United States
Phone
(508) 737-7321
Fax
(508) 362-6006
Registration
— (—)
Source
State registered
Total AUM
$20.5M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-10
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 6 | $20.5M |
Official SEC filing: View on IAPD