Data / Investment advisers / Massachusetts / Bartholomew & Company Wealth Management, LLC
Bartholomew & Company Wealth Management, LLC, Worcester, MA: $1.9 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Bartholomew & Company Wealth Management, LLC is an SEC registered investment adviser with its main office in Worcester, Massachusetts and reports $1.9 billion in regulatory assets under management in its Form ADV filed October 21, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Bartholomew & Company Wealth Management, LLC (CRD number 342680): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 342680
- SEC file number
- 801-136507
- SEC status
- Approved, effective July 1, 2026
- Main office
- 370 Main Street Suite 1000, Worcester, MA 01608
- Phone
- (508) 753-8807
- Regulatory AUM
- $1,918,438,126 in the Form ADV filed October 21, 2026
- Discretionary AUM
- $1,918,438,126
- Accounts
- 3,945
- Employees
- 1, of which 1 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 21, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 432 | $1.45 billion |
| Individuals (other than high net worth individuals) | 1,065 | $406.4 million |
| Corporations or other businesses | 17 | $44.7 million |
| Pension and profit sharing plans | 17 | $14.3 million |
| Charitable organizations | 2 | $3.8 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| November 2, 2026 | $1.92 billion | October 21, 2026 |
| August 3, 2026 | Not listed | July 1, 2026 |
Other advisers in Massachusetts
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Sverica Capital Management | Boston | $2.46 billion | 8 | adviserinfo.sec.gov |
| S & Co., Inc. | Boston | $2.46 billion | 6 | adviserinfo.sec.gov |
| Retirement Resources Investment Corporation | Andover | $2.44 billion | Not listed | adviserinfo.sec.gov |
| Nichols & Pratt Advisers LLP | Boston | $2.43 billion | Not listed | adviserinfo.sec.gov |
| Moody, Lynn, Lieberson & Walker, LLC | Boston | $2.41 billion | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Massachusetts
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Bartholomew & Company Wealth Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.