Bartholomew & Company Wealth Management, LLC

RIASEC Registered

Total AUM

$1.9B

Discretionary

$1.9B

100% of AUM

Avg account

$486K

Accounts

3,945

Employees

Advisory reps

Firm details

Headquarters: Worcester, Massachusetts
CRD number: 342680
Registered since: July 1, 2026
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI75.54%
Individuals21.18%
Corporations / Businesses2.33%
Pension & Profit Sharing Plans0.74%
Charitable Organizations0.2%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Bartholomew & Company Wealth Management, LLC is an independent, privately held RIA that began SEC registration in 2026. The firm operates as a capital allocator for both individual/family and institutional clients, offering financial planning and portfolio management across personal, small-business, and institutional mandates. Its advisory services include selection of outside managers, and its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options. The firm is not identified as an active ESG investor.