600 Vine Street
Suite 2100
Cincinnati, Ohio 45202-2466
Tel: 513-621-4612
BARTLETT & CO WEALTH MANAGEMENT LLC, formally registered with the SEC as BARTLETT & CO WEALTH MANAGEMENT LLC. The firm was established in 03/26/2018. They have over 3 offices throughout the country.
BARTLETT & CO. WEALTH MANAGEMENT LLC is a Cincinnati, Ohio based Financial Planning firm with nearly $6,948,868,876 assets under management, offering retirement planning & investment advisory services to 5301 clients. The firm is staffed with 71 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 292246 |
SEC# | 801-112635 |
Assets Managed by Firm | $6,948,868,876 |
No. of Clients | 5301 |
No. of Advisors | 71 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 5301 | $6,948,868,876 |
Individuals (other than high net worth individuals) | 908 | $362,816,975 |
High net worth individuals | 1145 | $5,562,298,787 |
Pension and profit sharing plans | 10 | $131,027,394 |
Charitable organizations | 54 | $318,088,662 |
Corporations or other businesses | 55 | $541,580,489 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$71,982,699,043 | 134 | 133 | |
$71,037,804,050 | 1405 | 151 | |
$25,371,529,349 | 516 | 48 | |
$24,763,108,831 | 4149 | 129 | |
$23,908,418,539 | 68 | 122 |
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