# Bartlett, Lawrence E

> Bartlett, Lawrence E is a state-registered investment advisory firm in Arcadia, CA, registered since 1987, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 6, 2026.

- CRD: 136282
- Filed as: BARTLETT, LAWRENCE E
- Legal name: Bartlett, Lawrence Eugene
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Arcadia, CA
- Filing period: October 2026
- Form ADV filing dated: July 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/136282
- AdvisorCensus page: https://advisorcensus.com/firm/bartlett-lawrence-e-arcadia-ca-136282

## Quick answers

**How is Bartlett, Lawrence E compensated?**
On its Form ADV (Item 5.E, October 2026), Bartlett, Lawrence E reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other.

**Where is Bartlett, Lawrence E located?**
Bartlett, Lawrence E's principal office is in Arcadia, CA, according to its Form ADV.

**Is Bartlett, Lawrence E registered with the SEC or a state?**
Bartlett, Lawrence E is a state-registered investment advisory firm, registered since 1987. Status as filed: APPROVED. CRD 136282.

**How much does Bartlett, Lawrence E manage?**
Bartlett, Lawrence E reports $700,000 in regulatory assets under management in its Form ADV filing dated July 6, 2026 (100% discretionary).

**What types of clients does Bartlett, Lawrence E serve?**
By number of clients on Form ADV Item 5.D: charitable organizations (1).

**Does Bartlett, Lawrence E report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/136282

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $700,000
- Discretionary: $700,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Charitable organizations | 1 | $700,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 1987 (39 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bartlett, Lawrence E (CRD 136282): Form ADV filing data as of October 2026.