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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 Oct 1, 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
- Website
- HTTPS://BARTLETT1898.COM/
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 2,257 | 2,263 | increased by6 |
| Apr 1, 2026 | AUM | $9,391,242,919 | $10,253,059,151 | increased by$861,816,232 |
| Apr 1, 2026 | Accounts | 6,059 | 6,188 | increased by129 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 69 | 84 | increased by15 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 2,077 | 2,257 | increased by180 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $8,178,557,495 | $9,391,242,919 | increased by$1,212,685,424 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 5,132 | 6,059 | increased by927 |
| May 1, 2022 | Employees | 67 | 69 | increased by2 |
| May 1, 2022 | Clients | 1,924 | 2,077 | increased by153 |
| May 1, 2022 | AUM | $7,189,167,636 | $8,178,557,495 | increased by$989,389,859 |
| May 1, 2022 | Accounts | 4,993 | 5,132 | increased by139 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BARTLETT WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BARTLETT WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.