Overview
Assets Under Management: $894 million
Headquarters: BETHESDA, MD
High-Net-Worth Clients: 577
Average Client Assets: $1.6 million
Frequently Asked Questions
BRIDGEWATER WEALTH & FINANCIAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #152965), BRIDGEWATER WEALTH & FINANCIAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
BRIDGEWATER WEALTH & FINANCIAL MANAGEMENT, LLC is headquartered in BETHESDA, MD.
BRIDGEWATER WEALTH & FINANCIAL MANAGEMENT, LLC serves 577 high-net-worth clients according to their SEC filing dated December 14, 2017. View client details ↓
According to their SEC Form ADV, BRIDGEWATER WEALTH & FINANCIAL MANAGEMENT, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
BRIDGEWATER WEALTH & FINANCIAL MANAGEMENT, LLC manages $894 million in client assets according to their SEC filing dated December 14, 2017.
According to their SEC Form ADV, BRIDGEWATER WEALTH & FINANCIAL MANAGEMENT, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 577
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 104.91%
Average Client Assets: $1.6 million
Total Client Accounts: 2,386
Discretionary Accounts: 2,358
Non-Discretionary Accounts: 28
Regulatory Filings
CRD Number: 152965
Filing ID: 1149894
Last Filing Date: 2017-12-14 10:43:00