Bridgewater Wealth & Financial Management, LLC

Bridgewater Wealth & Financial Management, LLC (CRD# 152965) is a financial advisory firm headquartered in Bethesda, MD. They manage $829,186,104 in 2,603 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    829
    MILLION
  • Total Number of Accounts
    2,603
    ACCOUNTS
  • Average Account Value
    $318,550
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, DC, DE, FL, LA, MD, NE, NJ, NY, PA, TN, TX, VA

Financial Advisors at Bridgewater Wealth & Financial Management, LLC
Showing 1 - 10 of 13 top financial advisors.
1
Shellie K. Peters
CRD#: 4045096
7475 Wisconsin Avenue, Suite 600, Bethesda, MD 20814
96
Wealthminder
score

Shellie Peters (CRD# 4045096) is an Investment Advisor Representative working at Bridgewater Wealth & Financial Management, LLC in Bethesda, MD and has over 17 years of experience in the finance industry. Shellie Peters has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Wayne B. Zussman
CRD#: 3250282
7475 Wisconsin Avenue, Suite 600, Bethesda, MD 20814
96
Wealthminder
score

Wayne Zussman (CRD# 3250282) is an Investment Advisor Representative working at Bridgewater Wealth & Financial Management, LLC in Bethesda, MD and has over 17 years of experience in the finance industry. Wayne Zussman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Kimberly A. Allred
CRD#: 3106938
7475 Wisconsin Avenue, Suite 600, Bethesda, MD 20814
93
Wealthminder
score

Kimberly Allred (CRD# 3106938) is an Investment Advisor Representative working at Bridgewater Wealth & Financial Management, LLC in Bethesda, MD and has over 15 years of experience in the finance industry.

4
Karen L. Baer
CRD#: 1375762
7475 Wisconsin Avenue, Suite 600, Bethesda, MD 20814
93
Wealthminder
score

Karen Baer (CRD# 1375762) is an Investment Advisor Representative working at Bridgewater Wealth & Financial Management, LLC in Bethesda, MD and has over 21 years of experience in the finance industry.

5
Jessica B. Carolin
CRD#: 4548165
7475 Wisconsin Avenue, Suite 600, Bethesda, MD 20814
93
Wealthminder
score

Jessica Carolin (CRD# 4548165) is an Investment Advisor Representative working at Bridgewater Wealth & Financial Management, LLC in Bethesda, MD and has over 15 years of experience in the finance industry.

6
Gary D. Kasnett
CRD#: 2021573
7475 Wisconsin Avenue, Suite 600, Bethesda, MD 20814
93
Wealthminder
score

Gary Kasnett (CRD# 2021573) is an Investment Advisor Representative working at Bridgewater Wealth & Financial Management, LLC in Bethesda, MD and has over 19 years of experience in the finance industry.

7
Nina R. Mitchell
CRD#: 1968694
7475 Wisconsin Avenue, Suite 600, Bethesda, MD 20814
93
Wealthminder
score

Nina Mitchell (CRD# 1968694) is an Investment Advisor Representative working at Bridgewater Wealth & Financial Management, LLC in Bethesda, MD and has over 22 years of experience in the finance industry.

8
Ronald J. Rubin
CRD#: 3152916
7475 Wisconsin Avenue, Suite 600, Bethesda, MD 20814
93
Wealthminder
score

Ronald Rubin (CRD# 3152916) is an Investment Advisor Representative working at Bridgewater Wealth & Financial Management, LLC in Bethesda, MD and has over 18 years of experience in the finance industry.

9
Christopher P. Johnson
CRD#: 6125134
7475 Wisconsin Avenue, Suite 600, Bethesda, MD 20814
90
Wealthminder
score

Christopher Johnson (CRD# 6125134) is an Investment Advisor Representative working at Bridgewater Wealth & Financial Management, LLC in Bethesda, MD and has over 3 years of experience in the finance industry.

10
Megan N. Kelly
CRD#: 6090647
7475 Wisconsin Avenue, Suite 600, Bethesda, MD 20814
90
Wealthminder
score

Megan Kelly (CRD# 6090647) is an Investment Advisor Representative working at Bridgewater Wealth & Financial Management, LLC in Bethesda, MD and has 1 year of experience in the finance industry. Megan Kelly has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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