Bartlett Wealth Management Management Team
Summary
Bartlett Wealth Management is a private company that has been in the industry for 128 years. The company currently specializes in the Financial Services, Asset & Investment Management, Investment Banking & Brokerage, Diversified Financial Services areas. The position of the CEO is occupied by James Hagerty. Its headquarters is located at Cincinnati, Ohio, USA. The number of employees ranges from 25 to 100. The annual revenue of Bartlett Wealth Management varies between 25M and 100M. To connect with Bartlett Wealth Management employee register on SignalHire.
Organization Website | bartlett1898.com |
Social Links |    |
Phone Number | 513-621-4612 |
Industries | |
Headquarters Location | 600 Vine Street, Cincinnati, OH, 45202 US |
Employees Size | 100-200 employees |
Specialties | Wealth Management, Investment Advisory, Retirement Planning |
SIC Code | 6189, 6411, 6282, 6199 |
DMA Code | Cincinnati Metropolitan Area |
Founded | 1898 |
Estimated Annual Revenue | $25M - 100M |
Operating Status | Subsidiary |
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 1999 | Privately Held | 100 - 250 | 47.1M | $3.5M | |
| 2006 | Public Company | 1.0K - 5.0K | 1.5B | $1.9B | |
| 2002 | Privately Held | 100 - 250 | 25.7M | $0 | |
| 2005 | Public Company | 500 - 1.0K | 230M | $0 |
Estimated Website Traffic
The chart shows a decline in traffic to the bartlett1898.com website. In February, traffic decreased to 701, compared to 766 in the previous month. The highest traffic in 2026 was recorded in January, reaching 766 visits.
Employees Turnover 4 quarter 2025
Number of employees switched from or switched to
Number of employees by department
Length of Employment
Employee tenure at Bartlett Wealth Management shows a diverse range of experience levels:
4% have been with the company for less than 1 year8% for 1–2 years9% for 3–4 years6% for 5–7 years6% for 8–10 years68% have over 11 years of service at Bartlett Wealth ManagementEx-employees positions
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