Bartholomew & Company Wealth Management, LLC
CRD 342680SEC# 801-136507Worcester, MA
No longer SEC-registered. Bartholomew & Company Wealth Management, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
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Employees
1
Accounts
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Location
Worcester, MA
Bartholomew & Company Wealth Management, LLC assets under management
Bartholomew & Company Wealth Management, LLC is an SEC-registered investment adviser based in Worcester, MA. It employs 1 people.
Bartholomew & Company Wealth Management, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexander C Bartholomew Control | Ceo, Cio | Under 5% | 2026 |
| Armin Kramer Sarabi Control | Cco | Under 5% | 2026 |
| Megan Granger Control | Cfo | Under 5% | 2026 |
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Join to unlock · $37/moFrequently asked questions
How many employees does Bartholomew & Company Wealth Management, LLC have?
Bartholomew & Company Wealth Management, LLC reports 1 employees.
Where is Bartholomew & Company Wealth Management, LLC located?
Bartholomew & Company Wealth Management, LLC is based in Worcester, MA.
Does Bartholomew & Company Wealth Management, LLC disclose fund performance?
Bartholomew & Company Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 370 Main Street, Suite 1000, Worcester, MA 01608 |
| Office hours | 8:00 a.m. To 4:30 p.m. Eastern |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 94%
More than 6% of 16,825 advisers