| 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 |
Bartlett & Co. Wealth Management LLC reports $9.4 billion in regulatory assets under management on its Form ADV.
Bartlett & Co. Wealth Management LLC reports 84 employees.
Bartlett & Co. Wealth Management LLC is based in Cincinnati, OH and has been SEC-registered since 2018.
Bartlett & Co. Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $9.34B |
| Non-discretionary | $53.3M |
| Total (RAUM) | $9.39B |