BARTLETT & CO. WEALTH MANAGEMENT LLC

Overview

Bartlett & Co Wealth Management LLC is an independent registered investment adviser structured as an LLC and operating since 2018. The firm identifies as a capital allocator and serves a mixed client base of individuals, families and institutional clients. Its advisory services include financial planning, portfolio management for individuals and businesses, and selection and oversight of other advisers; it also engages in other financial product sales. Bartlett & Co charges both percentage-of-AUM and fixed fees. The firm maintains a broad set of industry relationships and registrations beyond the RIA channel, including affiliations with broker-dealers and entities related to commodities, accounting, law, insurance and real estate activities. Bartlett & Co reports it is not an active ESG investor and is not a multi-state adviser. The firm has received repeated industry recognition over recent years, including multiple inclusions on Barron’s Top 100 RIA lists (2021–2025), Forbes RIA lists (2022–2024), and other rankings such as Financial Times and FA Magazine.

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Public Holdings

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Location & Offices