# Bartholomew & Company Wealth Management, LLC

> Bartholomew & Company Wealth Management, LLC is an SEC-registered investment advisory firm in Worcester, MA, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 1, 2026.

- CRD: 342680
- Filed as: BARTHOLOMEW & COMPANY WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: 120-Day Approval)
- Location: Worcester, MA
- Filing period: October 2026
- Form ADV filing dated: July 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/342680
- AdvisorCensus page: https://advisorcensus.com/firm/bartholomew-and-company-wealth-management-llc-worcester-ma-342680

## Quick answers

**How is Bartholomew & Company Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Bartholomew & Company Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Bartholomew & Company Wealth Management, LLC charge?**
Its Form ADV Part 2A brochure dated May 15, 2026 states: Hourly rate: $500 an hour (Wealth Management Consulting). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Bartholomew & Company Wealth Management, LLC located?**
Bartholomew & Company Wealth Management, LLC's principal office is in Worcester, MA, according to its Form ADV.

**Is Bartholomew & Company Wealth Management, LLC registered with the SEC or a state?**
Bartholomew & Company Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 342680.

**How much does Bartholomew & Company Wealth Management, LLC manage?**
Bartholomew & Company Wealth Management, LLC reports $0 in regulatory assets under management in its Form ADV filing dated July 1, 2026.

**Does Bartholomew & Company Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/342680

**What changed in Bartholomew & Company Wealth Management, LLC's recent Form ADV filings?**
In the August 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated May 15, 2026)

- Hourly rate: $500 an hour (Wealth Management Consulting)

> Wealth Management Consulting: The program provides clients with the option of paying an annual fee for ongoing services, a flat or fixed fee, or an hourly rate not to exceed $500.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, CT, FL, GA, MA, MD, ME, NC, NH, NJ, NY, PA, RI, SC, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Changes in the filing (last 12 months)

### August 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bartholomew & Company Wealth Management, LLC (CRD 342680): Form ADV filing data as of October 2026.