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BARTLETT & CO. WEALTH MANAGEMENT LLC
BARTLETT & CO. WEALTH MANAGEMENT LLC (CRD# 292246) is an SEC-Registered Investment Advisor (RIA), headquartered in Cincinnati, OH. The SEC approved the firm to operate as an RIA in Mar 2018. In Sep 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $4.2 Billion, and has discretion over 98% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 0% .  
 
BARTLETT & CO. WEALTH MANAGEMENT LLC also reported in Sep 2018:
  • 46 employees, with 19 performing advisory functions.
  • One office location.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
BARTLETT & CO. WEALTH MANAGEMENT LLC has no disclosure events reported to the SEC at this time.
 

View BARTLETT & CO. WEALTH MANAGEMENT LLC's most recent Form ADV filing
 


BARTLETT & CO. WEALTH MANAGEMENT LLC has Notice Filings with the following State Securities Authorities: AK-Mar 2018, AL-Mar 2018, AR-Mar 2018, AZ-Mar 2018, CA-Mar 2018 , CO-Mar 2018, CT-Mar 2018, DC-Mar 2018, DE-Mar 2018, FL-Mar 2018 , GA-Mar 2018, HI-Mar 2018, IA-Mar 2018, ID-Mar 2018, IL-Mar 2018 , IN-Mar 2018, KS-Mar 2018, KY-Mar 2018, LA-Mar 2018, MA-Mar 2018 , MD-Mar 2018, ME-Mar 2018, MI-Mar 2018, MN-Mar 2018, MO-Mar 2018 , MS-Mar 2018, MT-Mar 2018, NC-Mar 2018, NH-Mar 2018, NJ-Apr 2018 , NM-Mar 2018, NY-Mar 2018, OH-Mar 2018, OK-Mar 2018, OR-Mar 2018 , PA-Mar 2018, RI-Mar 2018, SC-Mar 2018, SD-Mar 2018, TN-Mar 2018 , TX-Mar 2018, UT-Mar 2018, VA-Mar 2018, VT-Mar 2018, WA-Mar 2018 , WI-Mar 2018, WV-Mar 2018

Disclaimer:  The information presented above was gleaned from the SEC website and is believed to be accurate.  FindingFraud.org is presenting this data for informational purposes only and assumes no responsibility for errors or omissions.  Please note that we are aware of many instances where RIAs provided erroneous data to the SEC.  Feel Free to contact FindingFraud.org with questions or concerns.