# BARTLETT & CO. WEALTH MANAGEMENT LLC

BARTLETT & CO. WEALTH MANAGEMENT LLC of CINCINNATI, OH is an SEC-registered investment adviser.

## Registration

- CRD: 292246
- Type: SEC-registered investment adviser
- SEC file number: 801-112635
- Location: 600 VINE STREET, SUITE 2100, CINCINNATI, OH, 45202-2466
- Phone: 513-621-4612
- Latest filing: 2026-03-31
- Regulatory AUM: $10.3B
- Discretionary AUM: $10.2B
- Non-discretionary AUM: $60.2M
- Clients: 84
- Accounts: 6,188

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other

## Officers, owners & control persons (18)

| Name | Role | Location |
| --- | --- | --- |
| James Brian Hagerty | CEO | — |
| Kyle William Pohlman | DIRECTOR | — |
| Holly Hirt Mazzocca | PRESIDENT | — |
| Brian Francis Antenucci | DIRECTOR | — |
| Lori Beth Poole | DIRECTOR | — |
| Chadwick David Kolde | CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER | — |
| Samuel Nellis Ginocchio | CHIEF COMPLIANCE OFFICER | — |
| Kimberly Ann Geary | CHIEF COMPLIANCE OFFICER | — |
| GEARY KIMBERLY ANN | CHIEF COMPLIANCE OFFICER | — |
| STEELE THOMAS ALLEN | CFO/COO; CFO/COO/CCO; CHIEF COMPLIANCE OFFICER | — |
| DOWNING KELLEY JEANNETTE | DIRECTOR; PRESIDENT/CEO | — |
| HAGERTY JAMES BRIAN | CEO; DIRECTOR | — |
| POHLMAN KYLE WILLIAM | DIRECTOR | — |
| Mazzocca Holly Hirt | DIRECTOR; PRESIDENT | — |
| CALVERT JARED BENNETT | CCO | — |
| ANTENUCCI BRIAN FRANCIS | DIRECTOR | — |
| POOLE LORI BETH | DIRECTOR | — |
| KOLDE CHADWICK DAVID | CHIEF FINANCIAL OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/292246/brochure
- Similar advisers: https://search.stillhousedata.com/firm/292246/similar
- Related entities: https://search.stillhousedata.com/firm/292246/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/292246

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.