BRIDGEWATER WEALTH MANAGEMENT, LLC
CRD #135580 SEC #801-64335 BETHESDA, MD 301-656-1200
SEC Registered
Total AUM
$124.1M
Discretionary
$0
Employees
5
Clients
51
Accounts
415
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 7, 2005
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| RUBIN, RONALD, JOSEPH | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| RUBIN, RONALD, JOSEPH | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| RUBIN, RONALD, JOSEPH | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| RUBIN, RONALD, JOSEPH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| RUBIN, RONALD, JOSEPH | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| RUBIN, RONALD, JOSEPH | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Nov 7, 2005 REGISTERED
Notice Filings (7)
CA MD NE NY TN TX VA
Address
7475 WISCONSIN AVENUE, SUITE 600BETHESDA, MD 20814
USA
Phone: 301-656-1200