Bartlett & Co Wealth Management LLC
Bartlett & Co Wealth Management LLC is a multi-family office headquartered in Cincinnati. The firm provides investment management, financial planning, and family office services to high-net-worth individuals and families.
Bartlett & Co Wealth Management LLC
Bartlett & Co Wealth Management LLC is a multi-family office headquartered in Cincinnati. The firm provides investment management, financial planning, and family office services to high-net-worth individuals and families. With a focus on long-term client relationships and tailored strategies, Bartlett & Co Wealth Management LLC integrates portfolio management, estate planning, and philanthropic advisory—supports clients in preserving and growing wealth across generations.
General information
Firm type
Multi Family Office
Year founded
1898
AUM
—
Location
Region
North America
Country
—
City
Cincinnati
Corporate office
600 Vine Street Suite 2100
Frequently asked questions
What is Bartlett & Co Wealth Management LLC?
Bartlett & Co Wealth Management LLC is a multi family office headquartered in Cincinnati.
When was Bartlett & Co Wealth Management LLC founded?
Bartlett & Co Wealth Management LLC was founded in 1898.
Where is Bartlett & Co Wealth Management LLC headquartered?
Bartlett & Co Wealth Management LLC is headquartered in Cincinnati, in the North America region.
What does Altss track for Bartlett & Co Wealth Management LLC?
Altss maintains an OSINT-verified profile of Bartlett & Co Wealth Management LLC covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Bartlett & Co Wealth Management LLC's website?
Bartlett & Co Wealth Management LLC's public website is bartlett1898.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Bartlett & Co Wealth Management LLC?
Bartlett & Co Wealth Management LLC is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Bartlett & Co Wealth Management LLC?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Bartlett & Co Wealth Management LLC?
Bartlett & Co Wealth Management LLC's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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