Investment adviser · CRD 132300

BARTOLF WEALTH ADVISORS, INC.

Investment adviser filing (IA)

· Form ADV filed Aug 22, 2012

Regulatory AUM
$42M
Form ADV · Item 5.F
Client accounts
103
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Aug 22, 2012. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets · Hourly

Principal office

CRD 132300

Filing source

Form ADV 665893 · Aug 22, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.