Bartolf Wealth Advisors, Inc.

Bartolf Wealth Advisors, Inc. (CRD# 132300) is a financial advisory firm headquartered in , . They manage $64,245,000 in 187 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    64
    MILLION
  • Total Number of Accounts
    187
    ACCOUNTS
  • Average Account Value
    $343,556
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, FL, NY

Financial Advisors at Bartolf Wealth Advisors, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Colin J. Arnold
CRD#: 5865053
Jupiter, FL
96
Wealthminder
score

Colin Arnold (CRD# 5865053) is an Investment Advisor Representative working at Bartolf Wealth Advisors, Inc. in Jupiter, FL and has over 6 years of experience in the finance industry. Colin Arnold has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Douglas J. Bartolf
CRD#: 3066725
Castle Rock, CO
68
Wealthminder
score

Douglas Bartolf (CRD# 3066725) is an Investment Advisor Representative working at Bartolf Wealth Advisors, Inc. in Castle Rock, CO and has over 19 years of experience in the finance industry.

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