BARTLETT & CO. WEALTH MANAGEMENT LLC
CRD 292246 · Source month: August 2026
Reported business facts
- CRD number
- 292246Reported in SEC monthly data
- Legal name
- BARTLETT & CO. WEALTH MANAGEMENT LLCReported in SEC monthly data
- Regulatory assets under management
- $10,253,059,151.00Reported in SEC monthly data
- Employees
- 84Reported in SEC monthly data
- Employees performing advisory functions
- 34Reported in SEC monthly data
- Individual clients (other than high net worth)
- 782Reported in SEC monthly data
- High net worth individual clients
- 1,351Reported in SEC monthly data
- Banking or thrift institution clients
- Not reportedObserved missing state
- Investment company clients
- Not reportedObserved missing state
- Business development company clients
- Not reportedObserved missing state
- Other pooled investment vehicle clients
- Not reportedObserved missing state
- Pension and profit-sharing plan clients
- 21Reported in SEC monthly data
- Charitable organization clients
- 40Reported in SEC monthly data
- State or municipal government clients
- 3Reported in SEC monthly data
- Other investment adviser clients
- Not reportedObserved missing state
- Insurance company clients
- Not reportedObserved missing state
- Sovereign wealth fund or foreign official clients
- Not reportedObserved missing state
- Corporation or other business clients
- 66Reported in SEC monthly data
- Other clients
- Not reportedObserved missing state
Regulatory assets under management do not measure investment performance. Client categories are reported counts, not a recommendation or service guarantee.
Sources and verification
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