Family Office · Cincinnati, OH, United States
Bartlett Wealth Management is a financial advisory firm specializing in wealth management, investment planning, and financial consulting services for individuals, families, and institutions. Founded in 1898 and headquartered in Cincinnati, Ohio, the company offers personalized financial strategies, portfolio management, and retirement planning. Bartlett Wealth Management is recognized for its client-focused approach and has maintained a strong regional presence in the Midwest, with recent developments including continued growth in assets under management and expansion of its advisory team.
Customer segments
Individuals and Families, Institutions and Nonprofits, Business Owners
Geography
US
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Bartlett Wealth Management deploys privately-held capital. Cycles are short, decisions concentrated, and structures flexible (equity, convertible, revenue-share). Less brand premium, more underwriting on substance. VC Boom tracks Bartlett Wealth Management alongside 47,000+ other active investors, ranked weekly by recent-deal momentum, sector concentration, and partner activity.
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