# Bartlett & Co. Wealth Management LLC

> 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.

- CRD: 292246
- Filed as: BARTLETT & CO. WEALTH MANAGEMENT LLC
- Also doing business as: BARTLETT, BARTLETT WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Cincinnati, OH
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/292246
- AdvisorCensus page: https://advisorcensus.com/firm/bartlett-and-co-wealth-management-llc-cincinnati-oh-292246

## Quick answers

**How is Bartlett & Co. Wealth Management LLC compensated?**
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).

**How much does Bartlett & Co. Wealth Management LLC charge?**
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.

**Where is Bartlett & Co. Wealth Management LLC located?**
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).

**Is Bartlett & Co. Wealth Management LLC registered with the SEC or a state?**
Bartlett & Co. Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 292246.

**How much does Bartlett & Co. Wealth Management LLC manage?**
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).

**How have Bartlett & Co. Wealth Management LLC's assets and staff changed since 2021?**
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.

**What types of clients does Bartlett & Co. Wealth Management LLC serve?**
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).

**Which custodians does Bartlett & Co. Wealth Management LLC use?**
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.

**Does Bartlett & Co. Wealth Management LLC report any disciplinary disclosures?**
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

**What changed in Bartlett & Co. Wealth Management LLC's recent Form ADV filings?**
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).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Subscription: $3,000 a year (Ongoing Planning Fee)

> Ongoing Planning Fee $3,000 annually or $250 per month

- Subscription: $250 a month (Ongoing Planning Fee)

> Ongoing Planning Fee $3,000 annually or $250 per month

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fifth Third Securities, Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $10,253,059,151
- Discretionary: $10,192,880,806
- Non-discretionary: $60,178,345

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 782 | $309,548,566 |
| High net worth individuals | 1,351 | $8,449,308,363 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 21 | $212,295,464 |
| Charitable organizations | 40 | $399,123,987 |
| State or municipal government entities (including government pension plans) | 3 | $40,654,363 |
| Corporations or other businesses not listed above | 66 | $842,128,408 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 84 total, 34 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Chicago, IL
- Louisville, KY

### Websites listed on Form ADV (Item 1.I)
- bartlett1898.com
- focusfinancialpartners.com
- Facebook @BARTLETT1898
- Instagram @BARTLETT1898
- LinkedIn @bartlettwealthmanagement
- LinkedIn @focus-financial-partners
- X @FOCUSFINANCIAL

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $7,189,167,636 | 67 | September 20, 2021 |
| October 2022 | $8,178,557,495 | 69 | August 11, 2022 |
| October 2023 | $6,948,868,876 | 71 | September 15, 2023 |
| October 2024 | $8,441,109,220 | 77 | March 26, 2024 |
| October 2025 | $9,391,242,919 | 84 | March 26, 2025 |
| October 2026 | $10,253,059,151 | 84 | March 31, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 35 to 34.
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bartlett & Co. Wealth Management LLC (CRD 292246): Form ADV filing data as of October 2026.