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BARTLETT & CO. WEALTH MANAGEMENT LLC
CRD 292246 · SEC 801-112635
600 VINE STREET, SUITE 2100, CINCINNATI, OH, 45202-2466, United States
Phone
513-621-4612
Fax
513-621-6462
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$10.25B
Discretionary AUM
$10.19B
Team
84 total employees; 34 advisory reps; 25 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersCREDIT AND CASH MANAGEMENT SOLUTIONS; INSURANCE SOLUTIONS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 782 | $309.5M |
| High net worth individuals | 1351 | $8.45B |
| Pension/profit sharing plans | 21 | $212.3M |
| Charitable organizations | 40 | $399.1M |
| State/municipal entities | 3 | $40.7M |
| Corporations/business entities | 66 | $842.1M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NV, NJ, NM, NY, NC, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD