What departments does Bartlett Wealth Management have?

Bartlett Wealth Management has employees across 5 departments including Information Technology, Analytics, Administrative, Consultant, Finance.

What is the largest department at Bartlett Wealth Management?

The largest department at Bartlett Wealth Management is Consultant with 2 employees.

Where are Bartlett Wealth Management employees located globally?

Bartlett Wealth Management has employees across 3 continents and 5 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America, Canada, Mexico, Australia.

How has Bartlett Wealth Management's team size changed over time?

Bartlett Wealth Management's team has decreased from approximately 104 to 103 employees based on available data.

Bartlett Wealth Management Employee Directory

Investment ManagementOhio, United States51-200 Employees

Bartlett Wealth Management is a mid-sized investment management firm based in Cincinnati, Ohio. It partners with individuals and families to navigate life transitions by designing and executing tailored investment and financial planning strategies aligned with their goals. The firm emphasizes ongoing research and market vigilance to stay ahead of evolving trends and technologies, with client well-being highlighted as a core consideration.

As a registered investment adviser with the Securities and Exchange Commission, Bartlett operates within the investment management industry to provide advisory services. Its offerings encompass retirement planning, planning for a business sale, wealth education for heirs, establishing a family legacy, stock option planning, and estate planning.

Bartlett Wealth Management Global Highlights

North America
146

United States Of America
143
Canada
2
Mexico
1

Europe
6

United Kingdom Of Great Britain And Northern Ireland
6

Oceania
1

Australia
1

Bartlett Wealth Management's Leadership

A. A.
Director
Mobile Phone
Email
M. H.
Technical Manager
Mobile Phone
Email
A. M.
Practice Leader
Mobile Phone
Email
J. K.
Wealth Advisor, Principal
Mobile Phone
Email
C. B.
Associate Equity Research Analyst
Mobile Phone
Email
K. C.
Ia Portfolio Administrator
Mobile Phone
Email
C. H.
Advisory Board Member
Mobile Phone
Email
H. H.
Investment Advisor
Mobile Phone
Email

Bartlett Wealth Management Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Human Resources
Community & Social Services
Entrepreneurship
Other
Legal

Contact profiles from Bartlett Wealth Management

Name

Title

Contact Info

Location

Last Update

A. A.
Director
Mobile Phone
Email
United Kingdom
Feb 23, 2026
M. H.
Technical Manager
Mobile Phone
Email
MexicoTamaulipas
Feb 23, 2026
A. M.
Practice Leader
Mobile Phone
Email
United KingdomEngland
Feb 24, 2026
J. K.
Wealth Advisor, Principal
Mobile Phone
Email
Jun 08, 2026
C. B.
Associate Equity Research Analyst
Mobile Phone
Email
Jun 30, 2026
K. C.
Ia Portfolio Administrator
Mobile Phone
Email
Jun 25, 2026
C. H.
Advisory Board Member
Mobile Phone
Email
CanadaQuebec
Sep 13, 2024
H. H.
Investment Advisor
Mobile Phone
Email
Jul 07, 2024
N. D.
Financial Planning Associate
Mobile Phone
Email
Oct 17, 2024

Frequently Asked Questions

What is Bartlett Wealth Management known for?

Bartlett Wealth Management was founded in 1898 operates in the Investment Management industry; you can contact the main corporate office by phone at

+1-513-621-****

. Explore Bartlett Wealth Management's company overview page for more information.

What is Bartlett Wealth Management's most common email format?

Bartlett Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Bartlett Wealth Management email formats with LeadIQ.

How many employees does Bartlett Wealth Management have currently?

Bartlett Wealth Management has approximately 132 employees as of July 2026. These team members are located across 3 continents, including North AmericaEuropeOceania.

Who are Bartlett Wealth Management's key employees and leadership?

As of July 2026, Bartlett Wealth Management's key employees include:

Director: A. A.
Technical Manager: M. H.
Practice Leader: A. M.
Wealth Advisor, Principal: J. K.
Associate Equity Research Analyst: C. B.

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Bartlett Wealth Management Employee Directory

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