Bartlett & Co. Wealth Management LLC
Cincinnati, OH·SEC-registered · CRD #292246
Bartlett & Co. Wealth Management LLC is an SEC-registered investment advisory firm in Cincinnati, OH managing $10B across 6.2k client accounts, with 34 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$10B
Client accounts
6.2k
Advisory staff
34
Fee model
Fee-based
How Bartlett & Co. Wealth Management LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Bartlett & Co. Wealth Management LLC
How much does Bartlett & Co. Wealth Management LLC manage?
Per its most recent SEC Form ADV filing (03/31/2026), Bartlett & Co. Wealth Management LLC reports $10B in regulatory assets under management across roughly 6.2k client accounts.
How does Bartlett & Co. Wealth Management LLC charge?
Bartlett & Co. Wealth Management LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Bartlett & Co. Wealth Management LLC a fiduciary?
Yes. Bartlett & Co. Wealth Management LLC is registered with the U.S. Securities and Exchange Commission (CRD #292246), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Bartlett & Co. Wealth Management LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Bartlett & Co. Wealth Management LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Cincinnati, OH
Profile compiled from Bartlett & Co. Wealth Management LLC's public SEC Form ADV filing (CRD #292246, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Bartlett & Co. Wealth Management LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Bartlett & Co. Wealth Management LLC? Claim this profile.