Bartlett Wealth Management

EST. AUM
$10,253,059,151

CONTACTS
7

CLIENT ACCOUNTS
6,188

Firm Details

Metro area Cincinnati
CRD Number 292246
Website bartlett1898.com
Client types

Overview

Bartlett Wealth Management, based in Cincinnati. They're about $8 billion. They also have an office in Chicago. Their portfolios really range the spectrum. They have portfolios that are 100% individual stocks and bonds that are managed internally. Then, they do also have mutual fund and ETF Approved List. Like many RIAs, they tend to favor active managers in more inefficient asset classes, small mid cap, international EM, and liquid alternatives. In their liquid alternatives, focused has been re-insurance funds. Initial research done through their proprietary quant screening process.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Bartlett Wealth Management

Platform Details

Investment Preferences

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Address

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