Bartholomew & Company Wealth Management, LLC

Overview

Bartholomew & Company Wealth Management, LLC is an LLC that registered with the SEC in 2026 and is structured as an individually owned advisory firm. The firm offers financial planning and portfolio management for individuals, small businesses, and business or institutional clients, and it lists the selection of other advisers as an explicit service. Its fee schedule includes a percentage-of-AUM option alongside hourly and fixed-fee arrangements. The firm identifies itself as a capital allocator rather than an active ESG investor, and it is not registered as a multi-state adviser, a pension consultant, or a related adviser. The combination of portfolio management and adviser selection suggests a model that can blend direct management with outsourced or subadvised solutions.

Assets & Accounts

Investments & Alternatives