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BARTLETT & CO. WEALTH MANAGEMENT LLC
CINCINNATI, OH
513-621-4612
SEC #801-112635Total AUM
$10.3B
Employees
84Clients
2,263Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
600 VINE STREET
SUITE 2100
CINCINNATI
OH 45202-2466
United States
SUITE 2100
CINCINNATI
OH 45202-2466
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
513-621-4612
Other Offices
2
Financials
Total AUM
$10.3B
Accounts
6,188Discretionary
$10.2B
Accounts
6,141Non-Discretionary
$60.2M
Accounts
47
Clients
Individual Clients
782AUM
$309.5M
HNW Individual Clients
1,351AUM
$8.4B
Pension/Profit Sharing Plan Clients
21AUM
$212.3M
Charitable Organization Clients
40AUM
$399.1M
Government Entity Clients
3AUM
$40.7M
Corporation or Business Clients
66AUM
$842.1M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
CREDIT AND CASH MANAGEMENT SOLUTIONS; INSURANCE SOLUTIONS
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.