Bartlett & Co. Wealth Management LLC
Bartlett & Co. Wealth Management LLC is a Cincinnati, Ohio-based registered investment adviser founded in 1898 (with current corporate lineage). The firm is a wholly-owned indirect subsidiary of Focus Financial Partners and part of a group of financial services firms offering wealth management. Bartlett primarily serves high net worth individuals, families, foundations, endowments, and some businesses and institutions. As of March 2025, the firm employs 84 professionals and manages assets exceeding $9.4 billion.
Investment Strategy
Bartlett & Co. Wealth Management LLC delivers comprehensive, discretionary wealth management and investment advisory services—mainly for high-net-worth individuals and families. Their approach is client-centric: customizing strategies according to each client’s financial goals and objectives. Portfolio management usually occurs on a discretionary basis, with ongoing monitoring, periodic reporting, and regular client meetings. While they focus on long-term strategic asset allocation and risk management, they also provide stand-alone investment management and financial planning when needed. The firm emphasizes aligning investments with the purpose and preferences of each client, blending traditional financial planning with tailored portfolio construction.
Top Holdings
Equity Positions (1,164)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | Microsoft Corp | 6.72% | $508.1M | 980,965 | $119.62 | $517.95 | +$15.1M |
A AAPL | Apple Inc | 5.75% | $434.3M | 1,705,709 | $55.25 | $254.63 | +$79.4M |
G GOOG | Alphabet Inc. Class C | 4.49% | $339.4M | 1,393,578 | $64.59 | $243.55 | +$86.5M |
J JPM | JPMorgan Chase & Co | 3.15% | $238.2M | 755,223 | $121.35 | $315.43 | +$15.8M |
N NVDA | Nvidia Corp | 2.74% | $207.3M | 1,111,071 | $102.22 | $186.58 | +$33.0M |