Bartlett & Co. Wealth Management LLC

Firm record

As recorded in SEC IAPD

Firm CRD

292246

SEC number

801-112635

Firm type

RIA

Assets under management

$10.3B as of Mar 31, 2026

Website

twitter.com/FOCUSFINANCIAL ↗

Phone

513-621-4612

Address

600 Vine Street, Cincinnati, OH, 45202-2466

Advisors at this firm

33 in our index · page 1 of 1

• Brian Francis AntenucciCRD 4898045 · Cincinatti, OH
  IA Registered
• Timothy Andrew BackCRD 5482661 · Cincinnati, OH
  IA Registered
• Aaron BalchCRD 4671658 · Chicaco, IL
  IA RegisteredRegistration inactive
• Michael Sayers CambronCRD 38813 · Cincinatti, OH
  IA Registered
• Catherine Lillian CrawfordCRD 7237200 · Cincinnati, OH
  IA Registered
• Laura Anne CuberCRD 6779307 · Chicago, IL
  IA Registered
• Robert Henry DearbornCRD 2087629 · Chicago, IL
  IA Registered
• Kayla C DeyerCRD 6499237 · Louisville, KY
  IA RegisteredRegistration inactive
• Keith Eugene DershemCRD 6179415 · Cincinnati, OH
  IA RegisteredRegistration inactive
• Justin Matthew EllisCRD 7533590 · Cincinnati, OH
  IA Registered
• Peter Ward FlanzerCRD 2159902 · Chicago, IL
  IA Registered
• David Philip FrancisCRD 1890447 · Cincinatti, OH
  IA Registered
• Jonathan FinklerCRD 7735093 · Cincinnati, OH
  IA Registered
• James Brian HagertyCRD 2546633 · Cincinatti, OH
  IA Registered
• Andrew D HolthausCRD 8014264 · Cincinnati, OH
  IA Registered
• Connie A JohnsonCRD 5716527 · Chicago, IL
  IA Registered
• Jason Martin KatzCRD 4919911 · Cincinatti, OH
  IA Registered
• Krista Kay LinnCRD 1477970 · Chicago, IL
  IA Registered
• Melissa Mabley MartinCRD 5550002 · Chicago, IL
  IA RegisteredRegistration inactive
• Holly Hirt MazzoccaCRD 5569415 · Cincinatti, OH
  IA Registered
• Steven Todd NaiserCRD 4332041 · Louisville, KY
  IA Registered
• Kailyn Michaele NeatCRD 6538648 · Louisville, KY
  IA RegisteredRegistration inactive
• Kyle William PohlmanCRD 4653608 · Cincinatti, OH
  IA Registered
• Lori Beth PooleCRD 6657517 · Cincinatti, OH
  IA Registered
• Aliya Lindsay RiddleCRD 5433061 · Cincinnati, OH
  IA Registered
• Christopher Douglas RobbinsCRD 5210742 · Cincinatti, OH
  IA Registered
  Disclosure event(s) on record
• Cole Alexander RobertsCRD 7277404 · Louisville, KY
  IA RegisteredRegistration inactive
• Craig M SarembockCRD 4439884 · Cincinatti, OH
  IA Registered
  Disclosure event(s) on record
• Kenneth Lawrence SchlachterCRD 1078249 · Cincinatti, OH
  IA Registered
• Gina Palazzo SlaytonCRD 6619682 · Cincinnati, OH
  IA RegisteredRegistration inactive
• Woodrow Hunter UibleCRD 1062851 · Cincinatti, OH
  IA Registered
• Nicholas WinterCRD 7412662 · Chicago, IL
  IA RegisteredRegistration inactive
• Brian Michael WalkerCRD 7249982 · Cincinnati, OH
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.