Ryan James Bartholomew

Employer firm

Focus Partners Wealth, LLC CRD 159289

$182B regulatory AUM 1,500 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2014 → 03/2024
  Gw & Wade, Llc
  Wellesley, MA
• 09/2010 → 12/2023
  Gw & Wade Asset Management Company
  Wellesley, MA
• 03/2024 → Present
  The Colony Group, Llc
  Boston, MA

Previous Registrations

• 2015-03-20 → 2024-03-21
  Gw & Wade, Llc
  Wellesley, MA

Other Businesses

Roux Family; Not investment related; 11325 Random Hills Road Suite 210 Fairfax, VA 22030; Agent under power of attorney for David and Barbara Roux; Start date 10/1/2013; Approximate # of hours/month devoted to this activity or business is 1-5; Approximate # of hours/month devoted to this activity during business hours is 1-5; Duties include applying signatures or signing on their behalf for non-Colony Group activity, i.e., private investments, charitable grants or personal transactions. No compensation received.

Exams

• S66 Uniform Combined State Law Examination
  2011-11-22