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
—
Employees
1
Accounts
—
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.
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.