BARTOLF WEALTH ADVISORS, INC.

BARTOLF WEALTH ADVISORS, INC. is an SEC-registered investment adviser (CRD 132300). Regulatory assets under management: $42.0M.

Registration

• CRD: 132300
• SEC file number: 801-64453
• Type: Registered investment adviser
• Phone: 561-799-0245
• Latest filing: 2012-08-22
• Regulatory AUM: $42.0M
• Discretionary AUM: $3.0M
• Non-discretionary AUM: $39.0M
• Clients: 1
• Accounts: 103

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 132300 on SEC IAPD (source of record)
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