BARTHOLOMEW & COMPANY WEALTH MANAGEMENT, LLC

BARTHOLOMEW & COMPANY WEALTH MANAGEMENT, LLC of WORCESTER, MA is an SEC-registered investment adviser (CRD 342680).

Registration

• CRD: 342680
• SEC file number: 801-136507
• Type: Registered investment adviser
• Location: 370 MAIN STREET, SUITE 1000, WORCESTER, MA, 01608
• Phone: 508-753-8807
• Latest filing: 2026-07-01
• Clients: 1

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 342680 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search