Elise Kathryn Wente
Investment adviser representative at Bogart Wealth, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$3.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Bogart Wealth, LLCJun 2024 to now
- VanguardMay 2023 to Aug 2023
- Slattery Perkins Ramirez LLCJun 2022 to Aug 2022
- Outback SteakhouseMay 2021 to Aug 2021
- Virginia TechAug 2020 to May 2024
- Lenny's Sub ShopMay 2020 to Aug 2020
- Antonian College PrepAug 2016 to May 2020
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Bogart Wealth, LLC
$3.2BAssets managed
1,442Clients
24Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7714202
- Firm CRD
- 283886