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CCO · Bartholomew & Company Wealth Management, LLC

Armin K. Sarabi

CRD 6164530 · Named on Form ADV at one SEC-registered adviser

At a glance

Bartholomew & Company Wealth Management, LLC, an SEC-registered asset manager based in Worcester, MA with $0 in regulatory assets, lists Armin K. Sarabi on its Form ADV as CCO, a control person.

Firms and roles

AtlasMembers

Armin’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Armin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.