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BARTLETT & CO. WEALTH MANAGEMENT LLC

CINCINNATI, OH · CRD 292246 · IAPD ↗ · 513-621-4612

$10.25BRegulatory AUM
34Advisory reps
84Employees
25Clients
More than 500Planning clients
0Private funds
49States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

66
April 2025 — BARTLETT & CO. WEALTH MANAGEMENT LLC reports More than 500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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