BARTLETT & CO. WEALTH MANAGEMENT LLC

600 Vine Street
Suite 2100
Cincinnati, Ohio 45202-2466
Tel: 513-621-4612

About BARTLETT & CO. WEALTH MANAGEMENT LLC

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 $8,441,109,220 assets under management, offering retirement planning & investment advisory services to 5859 clients. The firm is staffed with 77 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	292246
SEC#	801-112635
Assets Managed by Firm	$8,441,109,220
No. of Clients	5859
No. of Advisors	77

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (CREDIT AND CASH MANAGEMENT SOLUTIONS; INSURANCE SOLUTIONS)

Firm Client Information

	No. of Clients	AUM
Firm Total	5859	$8,441,109,220
Individuals (other than high net worth individuals)	817	$328,300,896
High net worth individuals	1273	$6,932,264,800
Pension and profit sharing plans	11	$136,090,507
Charitable organizations	49	$359,115,234
Corporations or other businesses	55	$649,860,633

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