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Bartolf Wealth Advisors, Inc. (Jupiter)


Bartolf Wealth Advisors, Inc. is an adviser based in Jupiter. It manages $42 million of regulatory assets for 103 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Florida and New York.




Bartolf Wealth Advisors provides portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm also engages as registered investment advisor.

Bartolf Wealth Advisors: assets under management

The assets under management (AUM) of Bartolf Wealth Advisors, Inc. is $42 million. The firm's AUM has grown by 5% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $3 million in discretionary accounts and $39 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $375 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $410.53 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bartolf Wealth Advisors, Inc. for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Jupiter

The principal office where Bartolf Wealth Advisors, Inc. performs its advisory services is located at 1687 W. Frederick Small Rd., Jupiter, FL 33458, which is also the mailing address of the firm. An additional office of the firm is in Castle Rock, CO. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 561-799-0245 or by fax 561-799-3687. The normal business hours are by appointment only on Monday - Friday.


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