Career
Chadwick Kolde has been Chief Financial Officer, Chief Operating Officer of Bartlett & Co. Wealth Management since July 2024. Chadwick Kolde is a control person of the firm and directly owns under 5% of it. Chadwick Kolde holds a BS in Business Administration and master’s degree in Accounting from Ohio State University.
Bartlett & Co. Wealth Management LLC is a Cincinnati, OH firm with $10.3B under management, 2,263 clients and 34 advisers across 3 offices, as of its March 2026 filing.
Chad D. Kolde serves as Bartlett’s Chief Financial Officer and Chief Operating Officer and is a member of the firm’s Leadership Team and Management Committee.
The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.
Credentials and registrations
Professional designations
Listed by Bartlett & Co. Wealth Management
- Certified Public Accountant (CPA)
- Certified Fraud Examiner (CFE)
Individual registration and examination information for Chadwick Kolde is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.
Officer record
- Full name
- Chadwick Kolde
- CRD
- 7698596
- Record basis
- Form ADV officer listing
- Firm bio
- bartlett1898.com
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Chadwick Kolde work?
Chadwick Kolde has been Chief Financial Officer, Chief Operating Officer of Bartlett & Co. Wealth Management LLC since July 2024, and is a control person of the firm.