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BARTLEY FINANCIAL ADVISORS, LLC

BEDFORD, NH · CRD 124293 · IAPD ↗ · truthsocial.com · 603-625-9900

$151.6MRegulatory AUM
1Advisory reps
5Employees
0Clients
51-100Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
August 2026 — BARTLEY FINANCIAL ADVISORS, LLC notice-filed in MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
August 2026 — BARTLEY FINANCIAL ADVISORS, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
December 2025 — BARTLEY FINANCIAL ADVISORS, LLC now reports custody of client assets ($14.3M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
42
February 2025 — BARTLEY FINANCIAL ADVISORS, LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.