{
  "crd_number": 292246,
  "slug": "bartlett-and-co-wealth-management-llc-cincinnati-oh-292246",
  "primary_business_name": "BARTLETT & CO. WEALTH MANAGEMENT LLC",
  "legal_name": "BARTLETT & CO. WEALTH MANAGEMENT LLC",
  "dbas": [
    "BARTLETT",
    "BARTLETT WEALTH MANAGEMENT"
  ],
  "city": "Cincinnati",
  "state": "OH",
  "country": "United States",
  "cbsa_code": "17140",
  "metro": {
    "cbsa_code": "17140",
    "common_name": "Cincinnati",
    "msa_name": "Cincinnati, OH-KY-IN",
    "path": "/advisors/oh/cincinnati"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-03-26",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 10253059151.0,
  "raum_discretionary": 10192880806.0,
  "raum_non_discretionary": 60178345.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 84,
  "advisory_employees": 34,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 399123987.0,
      "count": 40
    },
    "individuals": {
      "raum": 309548566.0,
      "count": 782
    },
    "state_municipal": {
      "raum": 40654363.0,
      "count": 3
    },
    "pension_profit_sharing": {
      "raum": 212295464.0,
      "count": 21
    },
    "high_net_worth_individuals": {
      "raum": 8449308363.0,
      "count": 1351
    },
    "corporations_other_businesses": {
      "raum": 842128408.0,
      "count": 66
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "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"
  ],
  "websites": [
    "https://bartlett1898.com",
    "https://facebook.com/BARTLETT1898",
    "https://focusfinancialpartners.com",
    "https://instagram.com/BARTLETT1898",
    "https://linkedin.com/company/bartlettwealthmanagement",
    "https://linkedin.com/company/focus-financial-partners",
    "https://twitter.com/FOCUSFINANCIAL"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/292246",
  "city_as_filed": "CINCINNATI",
  "url": "https://advisorcensus.com/firm/bartlett-and-co-wealth-management-llc-cincinnati-oh-292246",
  "display_name": "Bartlett & Co. Wealth Management LLC",
  "summary": "Bartlett & Co. Wealth Management LLC is an SEC-registered investment advisory firm in Cincinnati, OH, registered since 2018, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. Bartlett & Co. Wealth Management LLC (CRD 292246): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "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"
  ],
  "quick_answers": [
    {
      "q": "How is Bartlett & Co. Wealth Management LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Bartlett & Co. Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Bartlett & Co. Wealth Management LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 27, 2026 states: Subscription: $3,000 a year (Ongoing Planning Fee); Subscription: $250 a month (Ongoing Planning Fee). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Bartlett & Co. Wealth Management LLC located?",
      "a": "Bartlett & Co. Wealth Management LLC's principal office is in Cincinnati, OH, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Bartlett & Co. Wealth Management LLC registered with the SEC or a state?",
      "a": "Bartlett & Co. Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 292246."
    },
    {
      "q": "How much does Bartlett & Co. Wealth Management LLC manage?",
      "a": "Bartlett & Co. Wealth Management LLC reports $10,253,059,151 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (99% discretionary)."
    },
    {
      "q": "How have Bartlett & Co. Wealth Management LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Bartlett & Co. Wealth Management LLC: Regulatory assets under management: $7,189,167,636 in the October 2021 data and $10,253,059,151 in the October 2026 data, up 43%. Total employees: 67 in October 2021 and 84 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Bartlett & Co. Wealth Management LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (1,351); individuals (other than high net worth individuals) (782); corporations or other businesses not listed above (66)."
    },
    {
      "q": "Which custodians does Bartlett & Co. Wealth Management LLC use?",
      "a": "Bartlett & Co. Wealth Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fifth Third Securities, Inc. as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Bartlett & Co. Wealth Management LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/292246"
    },
    {
      "q": "What changed in Bartlett & Co. Wealth Management LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 35 to 34. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 7189167636.0,
      "total_employees": 67,
      "filing_date": "2021-09-20"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 8178557495.0,
      "total_employees": 69,
      "filing_date": "2022-08-11"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 6948868876.0,
      "total_employees": 71,
      "filing_date": "2023-09-15"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 8441109220.0,
      "total_employees": 77,
      "filing_date": "2024-03-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 9391242919.0,
      "total_employees": 84,
      "filing_date": "2025-03-26"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 10253059151.0,
      "total_employees": 84,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 35 to 34.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 27, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Subscription: $3,000 a year (Ongoing Planning Fee)",
      "Subscription: $250 a month (Ongoing Planning Fee)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $3,000 a year (Ongoing Planning Fee)"
        ],
        "quotes": [
          "Ongoing Planning Fee $3,000 annually or $250 per month"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $250 a month (Ongoing Planning Fee)"
        ],
        "quotes": [
          "Ongoing Planning Fee $3,000 annually or $250 per month"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "subscription",
          "amount": 3000.0,
          "min": null,
          "max": null,
          "period": "annual",
          "service": "Ongoing Planning Fee"
        },
        {
          "kind": "subscription",
          "amount": 250.0,
          "min": null,
          "max": null,
          "period": "monthly",
          "service": "Ongoing Planning Fee"
        }
      ]
    },
    "quotes": [
      "Ongoing Planning Fee $3,000 annually or $250 per month",
      "Ongoing Planning Fee $3,000 annually or $250 per month"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fifth Third Securities, Inc.",
      "name_as_filed": "FIFTH THIRD SECURITIES, INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/bartlett-and-co-wealth-management-llc-cincinnati-oh-292246.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 782,
      "fewer_than_5": false,
      "raum": 309548566.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 1351,
      "fewer_than_5": false,
      "raum": 8449308363.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 21,
      "fewer_than_5": false,
      "raum": 212295464.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 40,
      "fewer_than_5": false,
      "raum": 399123987.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 3,
      "fewer_than_5": false,
      "raum": 40654363.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 66,
      "fewer_than_5": false,
      "raum": 842128408.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/292246",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}