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BARTLETT & CO. WEALTH MANAGEMENT LLC

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

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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 $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.

Firm Information

SEC Current StatusApproved
Firm CRD#292246
SEC#801-112635
Assets Managed by Firm$6,948,868,876
No. of Clients5301
No. of Advisors71

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total5301$6,948,868,876
Individuals (other than high net worth individuals)908$362,816,975
High net worth individuals1145$5,562,298,787
Pension and profit sharing plans10$131,027,394
Charitable organizations54$318,088,662
Corporations or other businesses55$541,580,489

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