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).
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Total Assets Under Management8,441MILLION
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Total Number of Accounts5,859ACCOUNTS
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Average Account Value$1,440,708
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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
Holly Mazzocca (CRD# 5569415) is an Investment Advisor Representative working at Bartlett & Company Wealth Management LLC in Cincinatti, OH and has over 15 years of experience in the finance industry.
Kyle Pohlman (CRD# 4653608) 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.
Lori Poole (CRD# 6657517) 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.
Aliya Riddle (CRD# 5433061) is an Investment Advisor Representative working at Bartlett & Company Wealth Management LLC in Cincinnati, OH and has over 16 years of experience in the finance industry.
Christopher Robbins (CRD# 5210742) is an Investment Advisor Representative working at Bartlett & Company Wealth Management LLC in Cincinatti, OH and has over 17 years of experience in the finance industry.
Craig Sarembock (CRD# 4439884) is an Investment Advisor Representative working at Bartlett & Company Wealth Management LLC in Cincinatti, OH and has over 22 years of experience in the finance industry.
Kenneth Schlachter (CRD# 1078249) is an Investment Advisor Representative working at Bartlett & Company Wealth Management LLC in Cincinatti, OH and has over 28 years of experience in the finance industry.
Troy Snider (CRD# 2145316) is an Investment Advisor Representative working at Bartlett & Company Wealth Management LLC in Cincinatti, OH and has over 26 years of experience in the finance industry.
Woodrow Uible (CRD# 1062851) 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.
Matthew Buse (CRD# 6079618) is an Investment Advisor Representative working at Bartlett & Company Wealth Management LLC in Chicago, IL and has 1 year of experience in the finance industry.