RIA Intel›Advisers›Maryland›BRIDGEWATER WEALTH & FINANCIAL MANAGEMENT, LLC

BRIDGEWATER WEALTH & FINANCIAL MANAGEMENT, LLC

Advisory

N·BETHESDA, MD

Data as of Dec 14, 2017 · Source: SEC Form ADV

Total AUM

$894M

1-Year AUM Growth

+7.8%

3-Year CAGR

+23.9%

Employees

14

Assets Under Management

Total AUM$894M

Discretionary AUM$862M

Non-Discretionary AUM$32M

Discretionary %96.4%

Total Clients—

Team

Total Employees14

Investment Advisers36

Employee Growth (1Y)—

Filing History

Total Filings on Record27

First FilingFeb 16, 2010

Latest FilingDec 14, 2017

🔒 Full AUM trend chart and 27 historical filings spanning 7+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on BRIDGEWATER WEALTH & FINANCIAL MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.