LP Profile

Bartlett & Co. Wealth Management

Also known as bartlett and co wealth

Wealth ManagerCincinnati, United StatesFounded 1898
$8.2B
Assets Under Management
Cincinnati
Headquarters
Investment Focus

About Bartlett & Co. Wealth Management

Bartlett & Co. Wealth Management is a wealth manager based in Cincinnati, US. Founded in 1898. Reported AUM: 8178 USD millions.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Bartlett & Co. Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$10.3B
Total Clients
6,188
Filing Date
March 31, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Bartlett & Co. Wealth Management across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Bartlett & Co. Wealth Management?

Bartlett & Co. Wealth Management is a wealth manager based in Cincinnati, United States, managing approximately $8.2B in assets.

Where is Bartlett & Co. Wealth Management headquartered?

Bartlett & Co. Wealth Management is headquartered in Cincinnati, United States.

How much does Bartlett & Co. Wealth Management manage?

Bartlett & Co. Wealth Management manages approximately $8.2B in assets under management.

When was Bartlett & Co. Wealth Management founded?

Bartlett & Co. Wealth Management was founded in 1898.

How can I contact Bartlett & Co. Wealth Management?

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