Kyle William Pohlman
Investment adviser representative at Bartlett & Co. Wealth Management LLC
14 yearsExperience
1 stateRegistered in
CFADesignation
$10.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Bartlett & Co. Wealth Management LLCApr 2018 to now
- Bartlett & Co. LLCFeb 2012 to Apr 2018
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (OH).
Bartlett & Co. Wealth Management LLC
$10.3BAssets managed
2,263Clients
32Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4653608
- Firm CRD
- 292246