BARTLEY FINANCIAL ADVISORS, LLC
CRD #124293 SEC #801-121433 BEDFORD, NH 603-625-9900
SEC Registered
Total AUM
$140M
Discretionary
$113.2M
Employees
3
Clients
51
Accounts
597
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $140M | $113.2M | $26.8M | 3 | 0 |
| Mar 2025 | $140M | $113.2M | $26.8M | 3 | 0 |
| Jan 2025 | $128.5M | $105.7M | $22.8M | 4 | 0 |
| Mar 2024 | $128.5M | $105.7M | $22.8M | 4 | 0 |
| Aug 2023 | $116.1M | $94.6M | $21.4M | 3 | 0 |
| Mar 2023 | $116.1M | $94.6M | $21.4M | 3 | 0 |
| Feb 2022 | $114.4M | $105.4M | $9M | 4 | 0 |
| Aug 2021 | $107.2M | $96.2M | $11M | 4 | 0 |
| May 2021 | $107.2M | $96.2M | $11M | 4 | 0 |
DateNov 2025
Total AUM$140M
Discretionary$113.2M
Non-Disc.$26.8M
Employees3
Clients0
DateMar 2025
Total AUM$140M
Discretionary$113.2M
Non-Disc.$26.8M
Employees3
Clients0
DateJan 2025
Total AUM$128.5M
Discretionary$105.7M
Non-Disc.$22.8M
Employees4
Clients0
DateMar 2024
Total AUM$128.5M
Discretionary$105.7M
Non-Disc.$22.8M
Employees4
Clients0
DateAug 2023
Total AUM$116.1M
Discretionary$94.6M
Non-Disc.$21.4M
Employees3
Clients0
DateMar 2023
Total AUM$116.1M
Discretionary$94.6M
Non-Disc.$21.4M
Employees3
Clients0
DateFeb 2022
Total AUM$114.4M
Discretionary$105.4M
Non-Disc.$9M
Employees4
Clients0
DateAug 2021
Total AUM$107.2M
Discretionary$96.2M
Non-Disc.$11M
Employees4
Clients0
DateMay 2021
Total AUM$107.2M
Discretionary$96.2M
Non-Disc.$11M
Employees4
Clients0