BOGDANOVICH WEALTH MANAGEMENT PLLC
JEFFREY JAY BOGDANOVICH Legal Name
Adviser information for BOGDANOVICH WEALTH MANAGEMENT PLLC last updated from Form ADV on March 1st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Washington, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 520 | $270.9M |
| Non-Discretionary | 0 | $0 |
| Total | 520 | $270.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 79 | $35.7M |
| HNW Individuals | 85 | $234.5M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $598,227 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMHourly charges |
Identifiers
| SEC RIA File Number | 801-63131 |
|---|---|
| SEC ERA File Number | 801-63131 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 116557 |
| Legal Entity Identifier | None |
Principal Office
100 - 2ND AVE SSUITE 310
EDMONDS
WA
United States
Monday - Friday, BY APPOINTMENT ONLY
Tel: 206-522-4478, Fax: 509-210-6868
Websites
Chief Compliance Officer
JEFFREY J. BOGDANOVICH
SOLE MEMBER
100 2ND AVE S
SUITE 310
EDMONDS
WA
United States
Tel:
206-522-4478
Fax:
509-210-6868
J***@***************M
(Full email address available in API data)
Industry Affiliates
| JEFFREY J. BOGDANOVICH | Accountant or accounting firm |
| KAILEE N. MASSEY | Accountant or accounting firm |
| TAMERA L. HEPKER | Accountant or accounting firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BOGDANOVICH, JEFFREY, J | Individual | – | SOLE MEMBER & CHIEF COMPLIANCE OFFICER | 01/1999 | > 75% |