Bartlett & CO. Wealth Management LLC

Financial planning in Cincinnati, OH

SEC registeredNo commissions reported

Call (513) 621-4612 Send a message Map ↗

Public-record details

Address: 600 Vine Street, Suite 2100, Cincinnati, OH 45202
Phone: (513) 621-4612
Listed under: Financial planning, Flat / fixed fees, % of assets managed
CRD number: 292246
Registration: SEC registered since 2018-03-26
Compensation (Form ADV 5.E): Percentage of assets under management; Fixed fees
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses; Selection of other advisers
Regulatory assets under management: $10.3 billion
Accounts managed: 6,188
Clients reported (Form ADV 5.D): 2,263
Individual / high-net-worth clients: 782 / 1,351
Employees: 84
Other business activities (Form ADV 6.A): Also active as: other financial product salesperson
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-03-31

SEC registered investment adviser, CRD 292246, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 292246 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

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