What services does the company offer?

The company offers a range of services, including wealth management, financial planning, investment management, family office services, and business owner services. They work with individuals, families, institutions, and nonprofits to help them achieve their financial goals.

What is the company's approach to wealth management?

The company's approach to wealth management involves bringing together professionals in multiple disciplines, including financial planning and investment management, to design and execute holistic plans customized to each client's unique needs. They aim to preserve, protect, and nurture their clients' assets.

How does the company support institutions and nonprofits?

Bartlett's commitment to the community includes investment management solutions for institutions and nonprofits. Their team can help these organizations cut through the noise and deliver values-aligned services tailored to their specific needs.

What is the company's culture and how does it support its employees?

The company's culture is focused on supporting its employees and helping them to thrive. They offer a range of awards and recognition programs, as well as opportunities for career development and advancement. The company is committed to creating a positive and empowering work environment for its team.

Voyager DB

Deep data on millions of local businesses, with verified decision-makers to reveal.

Contact Research

Hand-built prospect lists from human researchers, delivered in 24 hours.

People Search

Find owners and decision-makers by job title, seniority and department.

Chrome Extension

Coldlytics in your browser - prospect any business as you browse the web.

Integrations

Instantly, Smartlead, lemlist, Clay, HighLevel, plus Claude and ChatGPT over MCP.

Voyager DBDeep data on millions of local businesses, with verified decision-makers to reveal.Contact ResearchHand-built prospect lists from human researchers, delivered in 24 hours.People SearchFind owners and decision-makers by job title, seniority and department.Chrome ExtensionColdlytics in your browser - prospect any business as you browse the web.IntegrationsInstantly, Smartlead, lemlist, Clay, HighLevel, plus Claude and ChatGPT over MCP.

PricingPricing AgenciesAgencies BlogBlog

LoginLogin

Bartlett Wealth Management

$6.0M revenue • 40 employees • 150 S Wacker Dr #3050, Chicago, IL, 60606, United States

Last Updated Dec 30, 2025

Own this business? Claim & update this listing →

Company Overview

Company Name

Bartlett Wealth Management

Address

150 S Wacker Dr #3050, Chicago, IL, 60606, United States

Website

bartlett1898.com

Phone

(312) 630-9666

Approx. Annual Revenue

$6.0M

Employees

Established

1998

Google Reviews

5.0 (1 review)

Locations

About Bartlett Wealth Management

Bartlett is a financial services firm based in Chicago, IL, United States, with approximately 51 employees. Established in 1998, the company provides wealth management, financial planning, and investment management services to individuals, families, institutions, and nonprofits. Bartlett's experienced advisors aim to simplify clients' lives by developing customized plans to preserve, protect, and nurture their assets.

Business Profile

Read from the Bartlett Wealth Management website on Oct 25, 2026. Hover an item to see the exact wording it came from.

Licenses, certifications & awards

Top 100 RIA FirmsAward winner

About the website

Website quality (AI-assessed): 9/10 · Current copyright 2026; Complete service and team pages
Footer copyright year: 2026