CRD: 292246
Bartlett & Co. Wealth Management LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Fifth Third Bank
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-26-2018
- Office Locations
- 4
Office Locations
About Bartlett & Co. Wealth Management LLC
Bartlett Wealth Management is a Cincinnati-based RIA providing integrated financial planning and investment management for individuals and families, business owners, and institutions/nonprofits. The team uses a multi-disciplinary approach to design and execute holistic plans and ETF-oriented portfolios, including support for values-aligned mandates. Notable for a continuity-focused team model and industry recognition (e.g., Barron’s/Forbes).
Reported data analysis
What the numbers show
Between November 17, 2025 and March 31, 2026, reported AUM increased 9.2%, from $9.4B to $10.3B.
Across 5 reported observations, AUM increased 25.4% between October 31, 2022 and March 31, 2026, from $8.2B to $10.3B.
Of the latest reported AUM, 99.4% is discretionary and 0.6% is non-discretionary.
The firm reports 34 advisory representatives and 2,288 clients, or 67.3 clients per representative. That equates to $4.5M in reported AUM per client.
The profile lists 4 reported office locations and 8 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
BRIAN FRANCIS ANTENUCCI
DIRECTOR, Wealth Advisor
- CRD
- #4898045
- Ownership
- Less than 5%
SAMUEL NELLIS GINOCCHIO
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 7 owners & executives
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TIMOTHY ANDREW BACK
Director of External Manager Research
- CRD
- #5482661
Aaron Balch
Wealth Advisor, Portfolio Manager
- CRD
- #4671658
Showing 2 of 34 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,192,880,806 | $1,659,808 |
| Non-Discretionary | $60,178,345 | $1,280,390 |
| Total | $10,253,059,151 | $1,656,926 |
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Separately Managed Accounts
SMA allocation detail is available
Bartlett & Co. Wealth Management LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Bartlett & Co. Wealth Management LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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