Bartlett & Company Wealth Management LLC

Bartlett & Company Wealth Management LLC (CRD# 292246) is a financial advisory firm headquartered in Cincinnati, OH. They manage $8,441,109,220 in 5,859 accounts and serve the financial needs of clients across 49 states (or territories).

By the Numbers
  • Total Assets Under Management
    8,441
    MILLION
  • Total Number of Accounts
    5,859
    ACCOUNTS
  • Average Account Value
    $1,440,708
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Bartlett & Company Wealth Management LLC
Showing 1 - 10 of 26 top financial advisors.
1
Brian F. Antenucci
CRD#: 4898045
600 Vine Street, Suite 2100, Cincinatti, OH 45202

Brian Antenucci (CRD# 4898045) is an Investment Advisor Representative working at Bartlett & Company Wealth Management LLC in Cincinatti, OH and has over 18 years of experience in the finance industry.

2
Michael S. Cambron
CRD#: 38813
600 Vine Street, Suite 2100, Cincinatti, OH 45202

Michael Cambron (CRD# 38813) is an Investment Advisor Representative working at Bartlett & Company Wealth Management LLC in Cincinatti, OH and has over 36 years of experience in the finance industry.

3
Keith E. Dershem
CRD#: 6179415
600 Vine Street, Suite 2100, Cincinnati, OH 45202

Keith Dershem (CRD# 6179415) is an Investment Advisor Representative working at Bartlett & Company Wealth Management LLC in Cincinnati, OH and has over 9 years of experience in the finance industry.

4
Peter W. Flanzer
CRD#: 2159902
150 S. Wacker Drive, Suite 3050, Chicago, IL 60606

Peter Flanzer (CRD# 2159902) is an Investment Advisor Representative working at Bartlett & Company Wealth Management LLC in Chicago, IL and has over 32 years of experience in the finance industry.

5
David P. Francis
CRD#: 1890447
600 Vine Street, Suite 2100, Cincinatti, OH 45202

David Francis (CRD# 1890447) is an Investment Advisor Representative working at Bartlett & Company Wealth Management LLC in Cincinatti, OH and has 1 year of experience in the finance industry.

6
James B. Hagerty
CRD#: 2546633
600 Vine Street, Suite 2100, Cincinatti, OH 45202

James Hagerty (CRD# 2546633) is an Investment Advisor Representative working at Bartlett & Company Wealth Management LLC in Cincinatti, OH and has over 27 years of experience in the finance industry.

7
Michael A. Herst
CRD#: 1955024
150 S. Wacker Drive, Suite 3050, Chicago, IL 60606

Michael Herst (CRD# 1955024) is an Investment Advisor Representative working at Bartlett & Company Wealth Management LLC in Chicago, IL and has over 27 years of experience in the finance industry.

8
Jason M. Katz
CRD#: 4919911
600 Vine Street, Suite 2100, Cincinatti, OH 45202

Jason Katz (CRD# 4919911) is an Investment Advisor Representative working at Bartlett & Company Wealth Management LLC in Cincinatti, OH and has over 19 years of experience in the finance industry.

9
Krista K. Linn
CRD#: 1477970
150 S. Wacker Drive, Suite 3050, Chicago, IL 60606

Krista Linn (CRD# 1477970) is an Investment Advisor Representative working at Bartlett & Company Wealth Management LLC in Chicago, IL and has over 32 years of experience in the finance industry.

10
Melissa M. Martin
CRD#: 5550002
150 S. Wacker Drive, Suite 3050, Chicago, IL 60606

Melissa Martin (CRD# 5550002) is an Investment Advisor Representative working at Bartlett & Company Wealth Management LLC in Chicago, IL and has over 15 years of experience in the finance industry.

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