Executive appointments and strategic initiatives reflect firmwide momentum and continued organizational maturity

Bogart Wealth, an independent, fee-only Registered Investment Advisor, has announced the appointment of Allen Eickelberg, CFP®, as Chief Operating Officer. The addition highlights a period of significant momentum for the firm, which continues to invest in leadership and infrastructure as it enters its next phase of growth.

Over the last five years, Bogart Wealth has nearly tripled its assets under management to $3.2B, driven entirely by organic growth. To support this continued momentum, the firm has deepened its leadership bench within the last year, adding Jeff Fuhrman as President in February, Torry Dell as Director of Business Development in April, and Domenico Conti as Controller in August. They’ve added nine other new hires at various levels across the firm. Collectively, these additions strengthen the firm’s operational, client-service, and financial management capabilities, positioning Bogart Wealth for its next phase of development.

“Bogart Wealth has entered a new stage of organizational maturity,” said James Bogart, Founder and CEO of Bogart Wealth. “Each of these appointments enhances our ability to deliver a seamless client experience while continuing to build a strong foundation for long-term success.”

As Chief Operating Officer, Eickelberg will oversee firmwide operations and lead efforts to strengthen efficiency, technology integration, and the overall client experience. He brings more than 15 years of experience in financial services leadership, most recently focused on optimizing advisor platforms and service delivery. He will report to Fuhrman.

“Allen has the ability to connect people, technology, and process in ways that drive real results for clients and the firm,” said Fuhrman. “His leadership will ensure our systems and teams remain aligned as we continue to deliver tailored financial planning for the clients we serve.”

In parallel, longtime executive Michelle Dubay has assumed the role of Chief Administrative Officer, overseeing Compliance, Human Resources, and Finance for the firm.

The leadership additions underscore Bogart Wealth’s shifting focus on growth. Earlier this year, Bogart Wealth received a minority, long-duration investment from Constellation Wealth Capital (CWC), a strategic investor that partners exclusively with wealth management firms. The investment provides additional resources to enhance client service, technology, and recruitment while preserving the firm’s independence as a registered investment adviser. Further, Bogart Wealth’s plan to extend equity ownership to all employees by the end of 2025 reinforces its commitment to long-term alignment and shared success. These strategic measures position the firm to execute on its vision by deepening leadership capabilities, expanding operational strength, and aligning every level of the organization with its client-first mission.

ABOUT BOGART WEALTH

Bogart Wealth is an independent, fee-only registered investment advisor providing integrated financial planning, investment management, and tax strategy for corporate executives, professionals, and families. The team has extensive experience with benefit transitions, equity compensation, and retirement planning for employees of Fortune 500 companies, with a particular strength in guiding clients through retirement and career transitions. Led by founder and CEO James Bogart, the firm delivers a coordinated in-house approach to planning, tax, and investments. With offices in Virginia and Texas, Bogart serves a broad range of individuals and families with the personal attention of a boutique firm. The team has also developed deep expertise supporting professionals in the energy, defense, and technology sectors. To learn more, visit www.BogartWealth.com.

Registration as an investment adviser (RIA) does not imply a certain level of skill or training.

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