About Bartlett Wealth Management
Bartlett Wealth Management is an independent Registered Investment Advisory firm with offices in Cincinnati, Ohio, and Chicago, Illinois. Established in 1898, the firm specializes in asset management services for high-net-worth individuals, families, institutions, and nonprofits. Led by principals James B. Hagerty, Brian F. Antenucci, and Kyle W. Pohlman, Bartlett operates under a fiduciary standard, ensuring that clients' best interests are prioritized.
Min project size
50,000+
Hourly rate
50 / hr
Employees
130
Locations
United States
Year founded
Founded 1898
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