Bartlett & Co. Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Cincinnati, OH.
Assets Under Management
$10.3B
Employees
84
Offices
2 offices
Total Clients
2,263
Primary office
CINCINNATI, OH
600 VINE STREET, SUITE 2100, CINCINNATI, OH, United States
Top client segmentHNWI represent 59.7% of total clients.
Top client categories% of clientsClients
1
HNWI
59.7%
1,351
2
Individuals
34.6%
782
3
Corporations
2.9%
66
4
Charitable
1.8%
40
5
Pension Plans
0.9%
21
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$10.3Bas of March 31, 2026
Discretionary99.4%
$10.2B
99% of total RAUM99.4%
Non-discretionary0.6%
$60M
1% of total RAUM0.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$10.3B
Total Accounts6,188
10Y AUM Change+$10.3B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees84
Clients per Employee27:1
10Y Employee Change+38 (+82.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.