Be advised. This firm is no longer registered.

Bridgewater Wealth & Financial Management, LLC

Bridgewater Wealth & Financial Management, LLC (CRD# 152965) is a financial advisory firm headquartered in Bethesda, MD. They manage $894,060,432 in 2,386 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    894
    MILLION
  • Total Number of Accounts
    2,386
    ACCOUNTS
  • Average Account Value
    $374,711
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
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
No Advisor Found.
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