Bartholomew & Company Wealth Management, LLC

Overview

Bartholomew & Company Wealth Management, LLC is an SEC registered investment adviser based in Worcester, MA, registered since 2026. It has 3 investment adviser representatives.

Employees

1

Advisory reps

3

Registered since

2026

Jurisdictions

18

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 4

• Alexander C Bartholomew Chief Executive Officer, Chief Investment Officer CRD 5730658
• Thomas John Bartholomew Managing Member, Chairman CRD 704349
• Armin Kramer Sarabi Chief Compliance Officer CRD 6164530

1 more executive officer, with direct contact details

Advisory reps 3 of 3

• Christopher A Laura Tenecela Investment Adviser Rep CRD 7731785
• Hazel Joy Nutt Registered Rep · Investment Adviser Rep CRD 5123823
• Charles Edward Patterson Jr. Insurance Agent · Investment Adviser Rep CRD 1729889

Location

Headquarters

370 Main St Ste 1000
Worcester, MA 01608

County

Worcester

Metro area

Worcester, MA-CT

Region

Northeast

Registrations

• SEC registered
• Registered in 18 jurisdictions

Every state, with registration dates

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