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).

Current Firm Details
600 Vine Street, Suite 2100, Cincinnati, OH 45202
https://www.linkedin.com/company/112394/
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 21 - 26 of 26 top financial advisors.
21
Nicholas D'andrea, financial advisor Cincinnati OH
Nicholas A. D'andrea
CRD#: 6664201
600 Vine Street, Suite 2100, Cincinnati, OH 45202

Nicholas D'andrea (CRD# 6664201) is an Investment Advisor Representative working at Bartlett & Company Wealth Management LLC in Cincinnati, OH and has over 7 years of experience in the finance industry.

22
Robert Dearborn, financial advisor Chicago IL
Robert H. Dearborn
CRD#: 2087629
150 S. Wacker Drive, Suite 3050, Chicago, IL 60606

Robert Dearborn (CRD# 2087629) is an Investment Advisor Representative working at Bartlett & Company Wealth Management LLC in Chicago, IL and has over 33 years of experience in the finance industry.

23
Justin Ellis, financial advisor Cincinnati OH
Justin M. Ellis
CRD#: 7533590
600 Vine Street, Suite 2100, Cincinnati, OH 45202

Justin Ellis (CRD# 7533590) is an Investment Advisor Representative working at Bartlett & Company Wealth Management LLC in Cincinnati, OH and has 1 year of experience in the finance industry.

24
Catherine Miller, financial advisor Cincinnati OH
Catherine L. Miller
CRD#: 7237200
600 Vine Street, Suite 2100, Cincinnati, OH 45202

Catherine Miller (CRD# 7237200) is an Investment Advisor Representative working at Bartlett & Company Wealth Management LLC in Cincinnati, OH and has 1 year of experience in the finance industry.

25
Kailyn Neat, financial advisor Cincinnati OH
Kailyn M. Neat
CRD#: 6538648
600 Vine Street, Suite 2100, Cincinnati, OH 45202

Kailyn Neat (CRD# 6538648) is an Investment Advisor Representative working at Bartlett & Company Wealth Management LLC in Cincinnati, OH and has over 8 years of experience in the finance industry.

26
Brian Walker, financial advisor Cincinnati OH
Brian M. Walker
CRD#: 7249982
600 Vine Street, Suite 2100, Cincinnati, OH 45202

Brian Walker (CRD# 7249982) is an Investment Advisor Representative working at Bartlett & Company Wealth Management LLC in Cincinnati, OH and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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