RIA Edge Podcast: How James Bogart Grew His Firm to $3B Client-by-Client—And What Comes Next

RIA Edge
29/07/2025 59 min
RIA Edge Podcast: How James Bogart Grew His Firm to $3B Client-by-Client—And What Comes Next

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Episode Synopsis

James Bogart, founder of Bogart Wealth, has created an organic growth machine, going from $526 million to $3 billion in assets in less than 10 years—client by client, no M&A.  His story shows the benefits of putting in place a strategic, repeatable and intentional growth program (especially for smaller entrepreneurial advisors) and focusing on a …

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