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AM

Amanda M. Muse

BOGART WEALTH
THE WOODLANDS, TX 77380
Some features on this profile are disabled
CRD#: 5977910
AM

Professional summary

Amanda M Muse, CFP®, who also goes by Amanda Michelle Atwood, Amanda Michelle Mclendon Muse, Amanda Mclendon Muse, Amanda Muse, is a registered financial advisor currently at BOGART WEALTH, LLC located in The Woodlands, Texas.

Amanda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Amanda has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

What are your service offerings?
Insurance Planning
Comprehensive Financial Planni...
Retirement Planning
Tax Planning
Employee and Employer Plan Ben...
Investment Planning
Estate Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes

Aliases

Amanda Michelle Atwood | Amanda Michelle Mclendon Muse | Amanda Mclendon Muse | Amanda Muse

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amanda M Muse's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2016

Experience

Current

December 14, 2023 - Present

BOGART WEALTH, LLC

Office #1: 1725 Hughes Landing Blvd. Suite 1225, The Woodlands, TX 77380Office #2: 800 Gessner, Suite 350, Houston, TX 77024
RIA
CRD#: 283886
THE WOODLANDS, TX
Past

August 11, 2017 - September 25, 2023

THE MATHER GROUP, LLC

RIA
CRD#: 156005
Chicago, IL
Past

March 9, 2016 - July 20, 2017

WILLIS JOHNSON & ASSOCIATES, INC.

RIA
CRD#: 119759
HOUSTON, TX
Past

July 30, 2015 - July 19, 2017

FSC SECURITIES CORPORATION

BD
CRD#: 7461
HOUSTON, TX
Past

April 3, 2014 - June 25, 2015

VALMARK SECURITIES, INC.

BD
CRD#: 31243
HOUSTON, TX
Past

April 26, 2012 - August 3, 2012

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
HOUSTON, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BOGART WEALTH, LLC
BOGART WEALTH, LLC
ANNABELLE ADVISORS, LLC | BOGART WEALTH, LLC

CRD#: 283886 / SEC#: 801-107912

RIA
Registered Investment Advisory firm - (6/2/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(12/14/2023)
IAR
Virginia
(10/23/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/30/2014
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 7/19/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/25/2012
General Securities Representative Examination

Current Firm

BOGART WEALTH, LLC
BOGART WEALTH, LLC
ANNABELLE ADVISORS, LLC | BOGART WEALTH, LLC

CRD#: 283886 / SEC#: 801-107912

RIA
Registered Investment Advisory firm - (6/2/2016 Approved)
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Contact information

Main Address
2010 Corporate Ridge Suite 900, Mclean, VA 22102
Mailing Address
Phone number
(703) 570-8651
Established
Firm type
Fiscal year end
# of Employees
41

SEC notice filing (26 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BOGART WEALTH 2A BROCHURE (8/29/2025)

Regulatory assets under management

Total Number of Accounts6,117
AUM (Assets Under Management)$ 2,679,926,911

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BOGART WEALTH, LLC

BOGART WEALTH, LLC

CRD#: 283886The Woodlands, TX 77380

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Contact information

(xxx) xxx-xxxx

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