Andrew D Holthaus
Financial advisor at Bartlett & Co. Wealth Management LLC · Cincinnati, OH
Last updated 2026-10-10
Claim your profileAndrew D Holthaus is a financial advisor at Bartlett & Co. Wealth Management LLC in Cincinnati, OH, CRD 8014264. IAPD registration began 2024-11-25.
Registration
- CRD number
- 8014264
- Registration status
- Active
- IAPD registration
- 2024-11-25
- Industry Experience
- 1 year
- Work Experience
- 11 years
- States registered
- OH
Licenses and exams
No state licenses or exam codes are listed on the registration.
Designations
- Chartered Financial Analyst
Work history
- 2015-07 to 2018-02 · Fifth Third Bank · Cincinnati, OH
- 2018-02 to 2023-01 · Fifth Third Bank · Cincinnati, OH
- 2023-01 to 2024-11 · Fifth Third Bank · Cincinnati, OH
- 2024-11 to Present · Bartlett Wealth Management · Cincinnati, OH
Current employment
- Bartlett & Co. Wealth Management LLC · Cincinnati, OH
Bartlett & Co. Wealth Management LLC
- Regulatory AUM
- $10,253,059,151
- Registered advisors
- 32
- Offices
- 6
- Clients per advisor
- 70.7 (Moderate)
- Average AUM per client
- $4.5M (Moderate)
- High-net-worth client ratio
- 59.7% (High)
Bartlett & Co. Wealth Management LLC: advisors, services and reported ETF investments
About
Andrew D Holthaus is a Chartered Financial Analyst financial advisor at Bartlett & Co. Wealth Management LLC in Cincinnati, OH. The latest record indicates 1 year of industry experience and 11 years of reported work history. Reported roles include Bartlett Wealth Management, Fifth Third Bank, among others.
Bartlett & Co. Wealth Management LLC's firm-level Form ADV reports 32 advisors across 6 offices; approximately 70.7 clients per advisor, average assets per client of $4,530,738, and regulatory AUM of $10.3B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Selection of Other Advisers, Other Advisory Service.
PortfolioFuture's firm-level 13F analysis covers $1.8B across 340 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Andrew D Holthaus personally.
Reported ETF positions
Bartlett & Co. Wealth reports 340 ETF positions worth $1.8B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| VOO — Vanguard S&P 500 ETF | $248.5M |
| IEFA — iShares Core MSCI EAFE ETF | $182.2M |
| EMXC — iShares MSCI Emerging Markets ex China ETF | $115.5M |
| IJH — iShares Core S&P Mid-Cap ETF | $92.9M |
| IJR — iShares Core S&P Small-Cap ETF | $92M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Bartlett & Co. Wealth's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $11.7M | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | VOO — Vanguard S&P 500 ETF | $248.5M | Top 99.6% | Addressable AUM $9.8T · Peer conviction 69.7% |
| Residual Alpha | FNDX — Schwab Fundamental U.S. Large Company ETF | $26M | Top 99.5% | Residual alpha +2.49% · Residual Sharpe 0.14 |
| Diversification Benefits | JPST — JPMorgan Ultra-Short Income ETF | $3.7M | Top 97.5% | Replicability (R²) 70.1% · Residual Sharpe 0.66 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Bartlett & Co. Wealth Management LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Selection of Other Advisers
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Other Financial Product Salesperson
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Commodity Pool Operator or CTA
- Futures Commission Merchant
- Accountant or Accounting Firm
- Lawyer or Law Firm
- Insurance Company or Agency
- Pension Consultant
- Real Estate Broker or Dealer
- Sponsor or Syndicator of Limited Partners
- Sponsor or GP of Pooled Investment Vehicl
Location
600 Vine Street, Cincinnati, OH 45202-2466
10 advisors at this office.
Contact
The firm's filed contact details.
Official record
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