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BARTOLF WEALTH ADVISORS, INC.
561-799-0245
SEC #801-64453Total AUM
$42M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Monday - Friday
Phone
561-799-0245
Financials
Total AUM
$42M
Accounts
103Discretionary
$3M
Accounts
8Non-Discretionary
$39M
Accounts
95
Clients
None reported
Services
Services Offered
Individual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
FLNY
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.