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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.

Find Bartlett Wealth Management employees' phone numbers or email addresses

Bartlett Wealth Management Global Highlights

Location
Employees

North America
146

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  • United States Of America
    143
  • Canada
    2
  • Mexico
    1

Europe
6

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  • United Kingdom Of Great Britain And Northern Ireland
    6

Oceania
1

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  • Australia
    1

Bartlett Wealth Management's Leadership

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

Bartlett Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Human Resources
  • Community & Social Services
  • Entrepreneurship
  • Other
  • Legal
  • Information Technology

Contact profiles from Bartlett Wealth Management

Name
Title
Contact
Location
Last Update
  • Director at Bartlett Wealth Management
    A. A.
    Director
    Mobile Phone
    United Kingdom
    Sep 08, 2026
  • Propositions Manager at Bartlett Wealth Management
    A. B.
    Propositions Manager
    Mobile Phone
    United Kingdom, Leeds
    Sep 13, 2026
  • Technical Manager at Bartlett Wealth Management
    M. H.
    Technical Manager
    Mobile Phone
    Mexico, Tamaulipas
    Sep 06, 2026
  • Practice Leader at Bartlett Wealth Management
    A. M.
    Practice Leader
    Mobile Phone
    United Kingdom, England
    Feb 24, 2026
  • Wealth Advisor, Principal at Bartlett Wealth Management
    J. K.
    Wealth Advisor, Principal
    Mobile Phone
    Jun 08, 2026
  • Associate Equity Research Analyst at Bartlett Wealth Management
    C. B.
    Associate Equity Research Analyst
    Mobile Phone
    Jun 30, 2026
  • Ia Portfolio Administrator at Bartlett Wealth Management
    K. C.
    Ia Portfolio Administrator
    Mobile Phone
    Jun 25, 2026
  • Advisory Board Member at Bartlett Wealth Management
    C. H.
    Advisory Board Member
    Mobile Phone
    Canada, Quebec
    Sep 13, 2024
  • Investment Advisor at Bartlett Wealth Management
    H. H.
    Investment Advisor
    Mobile Phone
    Jul 07, 2024
  • Financial Planning Associate at Bartlett Wealth Management
    N. D.
    Financial Planning Associate
    Mobile Phone
    Oct 17, 2024

Frequently Asked Questions

What is Bartlett Wealth Management known for?

Minus sign iconPlus sign iconBartlett Wealth Management was founded in 1898 and operates in the Investment Management industry. You can contact Bartlett Wealth Management's 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?

Minus sign iconPlus sign iconBartlett Wealth Management employees' email format typically follows the pattern of FLast@bartlett1898.com. 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?

Minus sign iconPlus sign iconBartlett Wealth Management has approximately 132 employees as of August 2026. These team members are located across 3 continents, including North America, Europe and Oceania.

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

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

  • Director: A. A.
  • Propositions Manager: A. B.
  • Technical Manager: M. H.
  • Practice Leader: A. M.
  • Wealth Advisor, Principal: J. K.

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