SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Bartlett & Co. Wealth Management LLC
Cincinnati, OH
CRD 292246
Firm filing updated March 31, 2026 ·
- $10.3BAssets
- 2,263Clients
- 34Advisory staff
- 6,188Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals1,351
- Individuals782
- Corporations or other businesses66
- Charities40
- Pension and profit sharing plans21
- and 1 more3
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 782 | $309.5 million |
| High net worth individuals | 1,351 | $8.4 billion |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 21 | $212.3 million |
| Charitable organizations | 40 | $399.1 million |
| State or municipal government entities (including government pension plans) | 3 | $40.7 million |
| Corporations or other businesses not listed above | 66 | $842.1 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 5 services
- Selection of other advisors (including private fund managers)
- Other: "CREDIT AND CASH MANAGEMENT SOLUTIONS; INSURANCE SOLUTIONS"
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
- Other: "CREDIT AND CASH MANAGEMENT SOLUTIONS; INSURANCE SOLUTIONS"
Assets and accounts
- Regulatory assets$10.3 billion
- Accounts6,188
- Discretionary$10.2 billion · 6,141 accounts
- Non-discretionary$60.2 million · 47 accounts
People
- Employees84
- Advisory staff34
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients1,500
Advisors
15 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 292246, SEC file 801-112635.
- Registered with the SEC as an investment advisor (status date on record: March 26, 2018).
Is Bartlett & Co. Wealth Management LLC a fiduciary?
Short answer: Bartlett & Co. Wealth Management LLC is registered with the SEC as an investment advisor. Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: the firm has a related broker-dealer. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
The firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.