Andrew D Holthaus

Employer firm

Bartlett & Co. Wealth Management LLC CRD 292246

$10.3B regulatory AUM 25 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• CREDIT AND CASH MANAGEMENT SOLUTIONS; INSURANCE SOLUTIONS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2015 → 02/2018
  Fifth Third Bank
  Cincinnati, OH
• 02/2018 → 01/2023
  Fifth Third Bank
  Cincinnati, OH
• 01/2023 → 11/2024
  Fifth Third Bank
  Cincinnati, OH
• 11/2024 → Present
  Bartlett Wealth Management
  Cincinnati, OH

Designations

• Chartered Financial Analyst