LeadIQ logo
Learn more at LeadIQ.com
Bartlett Wealth Management logo

Bartlett Wealth Management Employee Directory

Investment ManagementOhio, United States51-200 Employees

Bartlett Wealth Management has about 131 employees across 2 continents, most of them in North America. By country, the largest groups are United States Of America (91%), United Kingdom Of Great Britain And Northern Ireland (6%) and Canada (1%). Banking and Finance make up over half of the profiles with a known department. Bartlett Wealth Management's workforce spans 12 departments.

Find Bartlett Wealth Management employees' phone numbers or email addresses

Bartlett Wealth Management Global Highlights

Location
Employees

North America
138

Minus sign iconPlus sign icon
  • United States Of America
    135
  • Canada
    2
  • Mexico
    1

Europe
9

Minus sign iconPlus sign icon
  • United Kingdom Of Great Britain And Northern Ireland
    9

Oceania
1

Minus sign iconPlus sign icon
  • Australia
    1

North America accounts for 93% of Bartlett Wealth Management's workforce, followed by Europe (6%).

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
  • Wealth Advisor, Principal at Bartlett Wealth Management
    J. K.
    Wealth Advisor, Principal
    Mobile Phone
  • Practice Leader at Bartlett Wealth Management
    A. M.
    Practice Leader
    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
  • Investment Advisor at Bartlett Wealth Management
    H. H.
    Investment Advisor
    Mobile Phone

Bartlett Wealth Management Employee Metrics

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

Banking is the largest department at 78% of profiles with a known department, followed by Finance (6%) and Human Resources (3%).

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
  • Wealth Advisor, Principal at Bartlett Wealth Management
    J. K.
    Wealth Advisor, Principal
    Mobile Phone
    Oct 22, 2026
  • Practice Leader at Bartlett Wealth Management
    A. M.
    Practice Leader
    Mobile Phone
    United Kingdom, England
    Feb 24, 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
  • 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
  • Mister at Bartlett Wealth Management
    T. W.
    Mister
    Mobile Phone
    United Kingdom, England
    Sep 14, 2026

Frequently Asked Questions

What are the largest departments at Bartlett Wealth Management?

Minus sign iconPlus sign iconBanking is the largest department at 78% of profiles with a known department, followed by Finance (6%) and Human Resources (3%). Bartlett Wealth Management's workforce spans 12 departments.

Where are Bartlett Wealth Management's employees located?

Minus sign iconPlus sign iconBartlett Wealth Management has about 131 employees across 2 continents, most of them in North America. North America accounts for 93% of Bartlett Wealth Management's workforce, followed by Europe (6%). By country, the largest groups are United States Of America (91%), United Kingdom Of Great Britain And Northern Ireland (6%) and Canada (1%).

How many employees does Bartlett Wealth Management have currently?

Minus sign iconPlus sign iconBartlett Wealth Management has approximately 131 employees as of October 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?

Minus sign iconPlus sign icon

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

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

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

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.

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.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.