Bartlett & Co. Wealth Management LLC
● SEC registered since 2018CRD 292246SEC# 801-112635Cincinnati, OH
Reg. AUM
$10.25B
Employees
84
Accounts
6,188
Location
Cincinnati, OH
Bartlett & Co. Wealth Management LLC assets under management
Bartlett & Co. Wealth Management LLC operates as an SEC-registered investment adviser based in Cincinnati, OH. The firm has been registered since 2018. It reports $10.3 billion in regulatory assets under management and employs 84 people.
Bartlett & Co. Wealth Management LLC owners & executives
18 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Francis Antenucci Control | Director | Under 5% | 2018 |
| Chadwick David Kolde Control | Chief Financial Officer, Chief Operating Officer | Under 5% | 2024 |
| Focus Operating, LLC Control | Member (manager) | Over 75% | 2017 |
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Join to unlock · $37/moFrequently asked questions
How much does Bartlett & Co. Wealth Management LLC manage?
Bartlett & Co. Wealth Management LLC reports $10.3 billion in regulatory assets under management on its Form ADV.
How many employees does Bartlett & Co. Wealth Management LLC have?
Bartlett & Co. Wealth Management LLC reports 84 employees.
Where is Bartlett & Co. Wealth Management LLC located?
Bartlett & Co. Wealth Management LLC is based in Cincinnati, OH and has been SEC-registered since 2018.
Does Bartlett & Co. Wealth Management LLC disclose fund performance?
Bartlett & Co. Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 600 Vine Street, Suite 2100, Cincinnati, OH 45202-2466 |
| Phone | 513-621-4612 |
| Fax | 513-621-6462 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 2010186 |
| Discloses disciplinary history | No |
Regulatory AUM
$10.25B▲ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 8%
Larger than 92% of 16,271 advisers
EmployeesTop 8%
More than 92% of 16,825 advisers
Assets under management
$10.25Bregulatory AUM
Discretionary $10.19BNon-discretionary $60.2M