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CFO · Bartholomew & Company Wealth Management, LLC

Megan Granger

CRD 6766922 · 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 Megan Granger on its Form ADV as CFO, a control person.

Firms and roles

AtlasMembers

Megan’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
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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 Megan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.