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| Happy Holidays!! thanks for using AUM13F!! |
| Bartlett & Co Wealth Management LLC
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| CRD # | 292246 |
| SEC # | 801-112635 |
| CIK # | 0002010186 |
| AUM | $9.4 B (2025-03-26) |
| Employees | 84 (42% Investors, 0% Brokers) |
| Phone | 513-621-4612 |
| Address | 600 Vine Street Cincinnati, OH 45202-2466 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0002010186 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.5 | ||
| Apple Inc | 0.4 | ||
| Alphabet Inc | 0.3 | ||
| J P Morgan Chase & Co | 0.2 | ||
| Amazon Com Inc | 0.2 | ||
| Mastercard Inc | 0.2 | ||
| Procter & Gamble Co | 0.2 | ||
| Nvidia Corp | 0.2 | ||
| Abbott Laboratories | 0.1 | ||
| Costco Wholesale Corp /NEW | 0.1 | ||
| TJX Companies Inc /DE/ | 0.1 | ||
| Lowes Companies Inc | 0.1 | ||
| Linde PLC | 0.1 | ||
| Facebook Inc | 0.1 | ||
| Intuit Inc | 0.1 | ||
| Deere & Co | 0.1 | ||
| Amgen Inc | 0.1 | ||
| Accenture PLC | 0.1 | ||
| FPL Group Inc | 0.1 | ||
| PepsiCo Inc | 0.1 | ||
| Analog Devices Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Thermo Fisher Scientific Inc | 0.1 | ||
| Chevron Corp | 0.1 | ||
| Salesforce Com Inc | 0.1 | ||
| Eaton Corp Ltd | 0.1 | ||
| Ace Ltd | 0.1 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 796 | 0.3 |
| (b) Individuals (high net worth individuals) | 1,327 | 7.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 23 | 0.2 |
| (h) Charitable organizations | 53 | 0.5 |
| (i) State or municipal government entities | 3 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 55 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 6,059 | 9.4 |
| By Discretionary | ||
| Discretionary | 6,013 | 9.3 |
| Non-Discretionary | 46 | 0.1 |
| Total | 6,059 | 9.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 9.4 | |
| Total | 6,059 | 9.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002010186] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Agincourt Capital Management LLC
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|
VA | 9.7 |
|
Heck Capital Advisors LLC
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|
WI | 9.7 |
|
Hyperion Asset Management Limited
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|
9.4 | |
|
Gateway Investment Advisers LLC
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|
OH | 9.4 |
|
Shepherd Kaplan LLC
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|
MA | 9.4 |
|
Citizens Securities Inc
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|
RI | 9.2 |
|
Fifth Third Securities Inc
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|
OH | 9.1 |
|
Johnson Wealth Inc
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|
WI | 9.1 |
|
Conrad Siegel Investment Advisors Inc
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|
PA | 9.0 |
|
Forum Financial Management LP
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|
IL | 9.0 |