RIA Intel›Advisers›California›BARTLETT, LAWRENCE EUGENE

BARTLETT, LAWRENCE EUGENE

Advisory

ARCADIA, CA

Data as of Jul 6, 2026 · Source: SEC Form ADV

Rank in CA

#5,316

of 5,480 advisers by AUM

Average account

$700K

across 1 accounts

AUM per adviser

$700K

1 advisers

Source: SEC Form ADV. Figures as filed Jul 6, 2026.

Total AUM

$700K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$700K

Discretionary AUM$700K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients1

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

1 clients

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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$705K

CONFIANZA WEALTH MANAGEMENT LLC

$692K

ATWIMA WEALTH MANAGEMENT LLC

SACRAMENTO, CA

$712K

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