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BARTLETT & CO. WEALTH MANAGEMENT LLC
CRD 292246File 801-112635
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$10.25B
Top 10% of cohort (national)
Discretionary AUM
$10.19B
Non-discretionary $60.2M
Clients
2,263
6,188 accounts
Employees
84
Top 10% of cohort in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Mar 26, 2018
- Principal office
- 600 VINE STREET, SUITE 2100, CINCINNATI, OH, 45202-2466
- Phone
- 513-621-4612
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $10.25B
- Discretionary AUM
- $10.19B
- Non-discretionary AUM
- $60.2M
- Discretionary accounts
- 6,141
- Non-discretionary accounts
- 47
- Total accounts
- 6,188
- AUM per client
- $4.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 66 | $842.1M |
| Charitable organizations | 40 | $399.1M |
| High net worth individuals | 1,351 | $8.45B |
| Pension and profit sharing plans | 21 | $212.3M |
| State or municipal government entities | 3 | $40.7M |
| Individuals (other than high net worth individuals) | 782 | $309.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.