B&
Bartholomew & Company Wealth Management, Llc
SEC-registered
Investment Adviser · Boutique (under $100M)
CRD 342680
· SEC file 801-136507
· Worcester, MA
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ADV data as of Jul 01, 2026
- Regulatory AUM
- $0
- Discretionary
- $0
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 0
- Employees
- 1
AUM over time
$0
$0
May 2026
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 01, 2026
People (18)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jennifer Elena Moran | Registered representative | Jul 2026 (0y) | ||
| Thomas John Bartholomew | Registered representative | Jul 2026 (0y) | ||
| Devon Matthew Cooney | Registered representative | Jul 2026 (0y) | ||
| Joshua Alexander Paul | Registered representative | CFP | Jul 2026 (0y) | |
| Kyle Christopher Swaim | Registered representative | Jul 2026 (0y) | ||
| Nancy Lynn Scott | Registered representative | CFP | Jul 2026 (0y) | |
| Tara Colleen Mcdermott | Registered representative | Jul 2026 (0y) | ||
| William Kent Ryan | Registered representative | Jul 2026 (0y) | ||
| Alexander C Bartholomew | Registered representative | Jul 2026 (0y) | ||
| Ashley Elizabeth Riley | Registered representative | Jul 2026 (0y) | ||
| Brian R Jamros | Registered representative | Jul 2026 (0y) | ||
| Hazel Joy Nutt | Registered representative | CFP | Jul 2026 (0y) | |
| James Walter Cushman | Registered representative | Jul 2026 (0y) | ||
| Jonathan Steven Mack | Registered representative | Jul 2026 (0y) | ||
| Kyle Eastwood Cornell | Registered representative | Jul 2026 (0y) | ||
| Louise Lydia Carin Henningsson | Registered representative | Jul 2026 (0y) | ||
| Peter Charles Mcmanus | Registered representative | Jul 2026 (0y) | ||
| Susan Kelley | Registered representative | Jul 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/01/2026 | 900 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 01, 2026.
View current Form ADV (SEC/IAPD) ↗