What departments does Bartlett Wealth Management have?

Bartlett Wealth Management has employees across 8 departments including Information Technology, Entrepreneurship, Finance, Education, Research.

What is the largest department at Bartlett Wealth Management?

The largest department at Bartlett Wealth Management is Consultant with 4 employees.

Where are Bartlett Wealth Management employees located globally?

Bartlett Wealth Management has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Bartlett Wealth Management's team size changed over time?

Bartlett Wealth Management's team has decreased from approximately 9 to 8 employees based on available data.

Bartlett Wealth Management Employee Directory

Investment ManagementMassachusetts, United States11-50 Employees

Bartlett Wealth Management is a financial services firm operating in the investment management sector, based in Worcester, Massachusetts. The firm emphasizes a retirement-focused approach that pairs accumulation strategies for goals such as home purchase, college funding, vacations, emergencies, and retirement with a structured distribution plan, allocating savings into separate phases to meet future needs. Its service model centers on candid guidance and comprehensive financial analysis, aiming to help clients grow their assets while protecting wealth and addressing short- to long-term financial requirements. The company serves individuals seeking proactive, plan-driven management of their personal finances and retirement asset distribution, positioning itself among mid-sized wealth management firms. The business operates as a registered investment adviser and broker-dealer-affiliated practice, with its client outreach and advisory framework supported from its location in the Worcester region. In recent context, it shares professional alignment with other established wealth management firms, reinforcing its role within a broader investment management ecosystem.

Bartlett Wealth Management Global Highlights

North America
39

United States Of America
39

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Bartlett Wealth Management's Leadership

A. C.
Chief Information Officer
Mobile Phone
Email
T. R.
Chief Financial Officer
Mobile Phone
Email
E. R.
Head Of Training
Mobile Phone
Email
C. S.
Owner
Mobile Phone
Email
M. R.
Portfolio Manager, Director Equity Research
Mobile Phone
Email
A. B.
Propositions Manager
Mobile Phone
Email
M. H.
Associate Marketing Manager
Mobile Phone
Email
M. S.
Marketing Manager
Mobile Phone
Email

Bartlett Wealth Management Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Program & Project Management
Accounting
Administrative
Other

Contact profiles from Bartlett Wealth Management

Name

Title

Contact Info

Location

Last Update

A. C.
Chief Information Officer
Mobile Phone
Email
Oct 17, 2024
C. S.
Owner
Mobile Phone
Email
Oct 23, 2024
T. R.
Chief Financial Officer
Mobile Phone
Email
Oct 23, 2024
E. R.
Head Of Training
Mobile Phone
Email
Oct 22, 2024
M. R.
Portfolio Manager, Director Equity Research
Mobile Phone
Email
Oct 18, 2024
A. B.
Propositions Manager
Mobile Phone
Email
United KingdomLeeds
Nov 10, 2025
M. H.
Associate Marketing Manager
Mobile Phone
Email
Oct 17, 2024
M. S.
Marketing Manager
Mobile Phone
Email
Oct 18, 2024
H. P.
Principal
Mobile Phone
Email
Oct 16, 2024
J. K.
Wealth Advisor, Principal
Mobile Phone
Email
Jun 08, 2026

Frequently Asked Questions

What is Bartlett Wealth Management known for?

Bartlett Wealth Management was founded in 2017 operates in the Investment Management industry. Explore Bartlett Wealth Management's company overview page for more information.

What is Bartlett Wealth Management's most common email format?

Bartlett Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Bartlett Wealth Management email formats with LeadIQ.

How many employees does Bartlett Wealth Management have currently?

Bartlett Wealth Management has approximately 14 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Bartlett Wealth Management's key employees and leadership?

As of July 2026, Bartlett Wealth Management's key employees include:

Chief Information Officer: A. C.
Chief Financial Officer: T. R.
Head Of Training: E. R.
Owner: C. S.
Portfolio Manager, Director Equity Research: M. R.

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Bartlett Wealth Management Employee Directory

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