BARTLETT & CO. WEALTH MANAGEMENT LLC
CRD #292246 SEC #801-112635 CINCINNATI, OH 513-621-4612
SEC Registered
Total AUM
$9.4B
Discretionary
$9.3B
Employees
84
Clients
--
Accounts
6,059
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $9.4B | $9.3B | $53.3M | 84 | 25 |
| Mar 2025 | $9.4B | $9.3B | $53.3M | 84 | 25 |
| Mar 2025 | $9.4B | $9.3B | $53.3M | 84 | 25 |
| Mar 2024 | $8.4B | $8.4B | $38.3M | 77 | 25 |
| Mar 2024 | $8.4B | $8.4B | $38.3M | 77 | 25 |
| Mar 2024 | $8.4B | $8.4B | $38.3M | 77 | 25 |
| Mar 2024 | $8.4B | $8.4B | $38.3M | 77 | 25 |
| Sep 2023 | $6.9B | $6.9B | $37.7M | 71 | 0 |
| Sep 2023 | $6.9B | $6.9B | $37.7M | 71 | 0 |
| Sep 2023 | $6.9B | $6.9B | $37.7M | 71 | 0 |
| Jun 2023 | $6.9B | $6.9B | $37.7M | 71 | 0 |
| Mar 2023 | $6.9B | $6.9B | $37.7M | 71 | 0 |
| Mar 2023 | $6.9B | $6.9B | $37.7M | 71 | 0 |
| Oct 2022 | $8.2B | $7.8B | $332.1M | 69 | 0 |
| Aug 2022 | $8.2B | $7.8B | $332.1M | 69 | 0 |
| Jul 2022 | $8.2B | $7.8B | $332.1M | 69 | 0 |
| Apr 2022 | $8.2B | $7.8B | $332.1M | 69 | 0 |
| Oct 2021 | $7.2B | $7.1B | $114M | 67 | 0 |
| Sep 2021 | $7.2B | $7.1B | $114M | 67 | 0 |
| Sep 2021 | $7.2B | $7.1B | $114M | 67 | 0 |
| Apr 2021 | $7.2B | $7.1B | $114M | 67 | 0 |
| Apr 2021 | $7.2B | $7.1B | $114M | 67 | 0 |
| Mar 2021 | $7.2B | $7.1B | $114M | 67 | 0 |
| Jun 2020 | $6.5B | $6.4B | $119.9M | 67 | 0 |
| Mar 2020 | $6.5B | $6.4B | $119.9M | 67 | 0 |
| Sep 2019 | $6B | $5.9B | $112.9M | 63 | 0 |
| Jul 2019 | $3.9B | $3.8B | $102.5M | 50 | 1 |
| Mar 2019 | $3.9B | $3.8B | $102.5M | 50 | 1 |
| Sep 2018 | $4.2B | $4.1B | $77.4M | 46 | 1 |
| Jun 2018 | $4B | $4B | $48.3M | 46 | 1 |
| Apr 2018 | $4B | $4B | $48.3M | 46 | 1 |
| Feb 2018 | $0 | $0 | $0 | 46 | 0 |
DateNov 2025
Total AUM$9.4B
Discretionary$9.3B
Non-Disc.$53.3M
Employees84
Clients25
DateMar 2025
Total AUM$9.4B
Discretionary$9.3B
Non-Disc.$53.3M
Employees84
Clients25
DateMar 2025
Total AUM$9.4B
Discretionary$9.3B
Non-Disc.$53.3M
Employees84
Clients25
DateMar 2024
Total AUM$8.4B
Discretionary$8.4B
Non-Disc.$38.3M
Employees77
Clients25
DateMar 2024
Total AUM$8.4B
Discretionary$8.4B
Non-Disc.$38.3M
Employees77
Clients25
DateMar 2024
Total AUM$8.4B
Discretionary$8.4B
Non-Disc.$38.3M
Employees77
Clients25
DateMar 2024
Total AUM$8.4B
Discretionary$8.4B
Non-Disc.$38.3M
Employees77
Clients25
DateSep 2023
Total AUM$6.9B
Discretionary$6.9B
Non-Disc.$37.7M
Employees71
Clients0
DateSep 2023
Total AUM$6.9B
Discretionary$6.9B
Non-Disc.$37.7M
Employees71
Clients0
DateSep 2023
Total AUM$6.9B
Discretionary$6.9B
Non-Disc.$37.7M
Employees71
Clients0
DateJun 2023
Total AUM$6.9B
Discretionary$6.9B
Non-Disc.$37.7M
Employees71
Clients0
DateMar 2023
Total AUM$6.9B
Discretionary$6.9B
Non-Disc.$37.7M
Employees71
Clients0
DateMar 2023
Total AUM$6.9B
Discretionary$6.9B
Non-Disc.$37.7M
Employees71
Clients0
DateOct 2022
Total AUM$8.2B
Discretionary$7.8B
Non-Disc.$332.1M
Employees69
Clients0
DateAug 2022
Total AUM$8.2B
Discretionary$7.8B
Non-Disc.$332.1M
Employees69
Clients0
DateJul 2022
Total AUM$8.2B
Discretionary$7.8B
Non-Disc.$332.1M
Employees69
Clients0
DateApr 2022
Total AUM$8.2B
Discretionary$7.8B
Non-Disc.$332.1M
Employees69
Clients0
DateOct 2021
Total AUM$7.2B
Discretionary$7.1B
Non-Disc.$114M
Employees67
Clients0
DateSep 2021
Total AUM$7.2B
Discretionary$7.1B
Non-Disc.$114M
Employees67
Clients0
DateSep 2021
Total AUM$7.2B
Discretionary$7.1B
Non-Disc.$114M
Employees67
Clients0
DateApr 2021
Total AUM$7.2B
Discretionary$7.1B
Non-Disc.$114M
Employees67
Clients0
DateApr 2021
Total AUM$7.2B
Discretionary$7.1B
Non-Disc.$114M
Employees67
Clients0
DateMar 2021
Total AUM$7.2B
Discretionary$7.1B
Non-Disc.$114M
Employees67
Clients0
DateJun 2020
Total AUM$6.5B
Discretionary$6.4B
Non-Disc.$119.9M
Employees67
Clients0
DateMar 2020
Total AUM$6.5B
Discretionary$6.4B
Non-Disc.$119.9M
Employees67
Clients0
DateSep 2019
Total AUM$6B
Discretionary$5.9B
Non-Disc.$112.9M
Employees63
Clients0
DateJul 2019
Total AUM$3.9B
Discretionary$3.8B
Non-Disc.$102.5M
Employees50
Clients1
DateMar 2019
Total AUM$3.9B
Discretionary$3.8B
Non-Disc.$102.5M
Employees50
Clients1
DateSep 2018
Total AUM$4.2B
Discretionary$4.1B
Non-Disc.$77.4M
Employees46
Clients1
DateJun 2018
Total AUM$4B
Discretionary$4B
Non-Disc.$48.3M
Employees46
Clients1
DateApr 2018
Total AUM$4B
Discretionary$4B
Non-Disc.$48.3M
Employees46
Clients1
DateFeb 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees46
Clients0