Bartlett Wealth Management Employee Directory

Q: What is Bartlett Wealth Management known for?

Bartlett Wealth Management was founded in 1898. Bartlett Wealth Management operates in the Investment Management industry.

Q: How many employees does Bartlett Wealth Management have currently?

Bartlett Wealth Management has approximately 127 employees.

Investment ManagementOhio, United States51-200 Employees

At Bartlett, we see life's transitions as opportunities for growth. Our team of wealth management experts will partner with you to chart the best path forward. Together we will explore, build, and execute investment and financial planning strategies tailored to meet your individual needs and objectives.
 
Our success relies on uncompromising integrity and market vigilance. As new trends and technologies emerge, our wealth management experts will do the research and prepare for what’s next. Our sights are always set on moving you closer to your goals.

Your well-being is our bottom line.   

The Bartlett team's specialties include:
           •  Planning for retirement
           •  Selling a business
           •  Preparing children for understanding wealth
           •  Establishing a family legacy
           •  Stock option planning
           •  Estate planning

Find Bartlett Wealth Management employees' phone numbers or email addresses

Bartlett Wealth Management Global Highlights

North America
121

United States Of America
118
Canada
2
Mexico
1

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Bartlett Wealth Management's Leadership

T. B.
Owner
Mobile Phone
Email
D. C.
Controller
Mobile Phone
Email
M. C.
Property Manager
Mobile Phone
Email
R. G.
Operations Manager
Mobile Phone
Email
M. D.
Regulatory Compliance Manager
Mobile Phone
Email
N. M.
Manager, Finance/Operations
Mobile Phone
Email
M. H.
Technical Manager
Mobile Phone
Email
J. K.
Wealth Advisor, Principal
Mobile Phone
Email

Contact profiles from Bartlett Wealth Management

Name

Title

Contact Info

Location

Last Update

T. B.
Owner
Mobile Phone
Email
United StatesMichigan
Oct 24, 2025
D. C.
Controller
Mobile Phone
Email
United StatesMissouri
Oct 17, 2024
M. C.
Property Manager
Mobile Phone
Email
United StatesMassachusetts
Aug 11, 2025
R. G.
Operations Manager
Mobile Phone
Email
United States
Sep 11, 2025
M. D.
Regulatory Compliance Manager
Mobile Phone
Email
United StatesRhode Island
Oct 18, 2025
N. M.
Manager, Finance/Operations
Mobile Phone
Email
United States
Aug 10, 2025
M. H.
Technical Manager
Mobile Phone
Email
MexicoTamaulipas
Oct 21, 2025
J. K.
Wealth Advisor, Principal
Mobile Phone
Email
Jun 04, 2025
J. K.
Wealth Advisor, Principal
Mobile Phone
Email
UNITED STATES
Jun 04, 2025
M. D. J.
Retired
Mobile Phone
Email
United StatesKentucky
Oct 18, 2025

Frequently Asked Questions

What is Bartlett Wealth Management known for?

Bartlett Wealth Management was founded in 1898 operates in the Investment Management industry. The company's main headquarters is located in 600 Vine Street, Suite 2100; 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 127 employees as of December 2025. These team members are located across 2 continents, including North AmericaEurope.

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

As of December 2025, Bartlett Wealth Management's key employees include:

Owner: T. B.
Controller: D. C.
Property Manager: M. C.
Operations Manager: R. G.
Regulatory Compliance Manager: M. D.

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