Wealth Manager
    SEC Registered
    Manages Private Funds

    Bartlett & Co. Wealth Management LLC

    Registered investment advisor · Cincinnati, Ohio · CRD #292246

    Assets Under Management
    $10.3B
    Client Accounts
    6,188
    Employees
    84
    CRD Number
    292246
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., Fifth Third Securities, Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Bartlett & Co. Wealth Management LLC

    Our approach is different from other financial planners. We believe that planning for saving and investing for growth (accumulating wealth) for the future purchase of a home, college tuition, vacations, emergencies, and for retirement is key. However, it is equally important to strategize for distributing those savings based on what is needed in the short term, years one through five, five years after that, and into the future. We like to think of it as putting aside money into separate bucket

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Yes

    Contacts, 13F holdings & brochure intel for Bartlett & Co. Wealth Management LLC

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    Frequently Asked Questions

    What is Bartlett & Co. Wealth Management LLC's AUM?

    Bartlett & Co. Wealth Management LLC reports approximately $10.3B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Bartlett & Co. Wealth Management LLC headquartered?

    Bartlett & Co. Wealth Management LLC is headquartered in Cincinnati, Ohio.

    What is Bartlett & Co. Wealth Management LLC's CRD number?

    Bartlett & Co. Wealth Management LLC's CRD number is 292246. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Bartlett & Co. Wealth Management LLC manage?

    Bartlett & Co. Wealth Management LLC manages approximately 6,188 client accounts according to its latest SEC filing.

    Is Bartlett & Co. Wealth Management LLC SEC registered?

    Yes, Bartlett & Co. Wealth Management LLC is registered with the SEC as an investment adviser with an approved registration status.

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