BRIDGEWATER WEALTH & FINANCIAL MANAGEMENT, LLC
CRD #152965 SEC #801-71137 BETHESDA, MD 301-656-1200
SEC Registered
Total AUM
$894.1M
Discretionary
$862.1M
Employees
36
Clients
--
Accounts
2,386
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2017 | $894.1M | $862.1M | $31.9M | 36 | 0 |
| Sep 2017 | $894.1M | $862.1M | $31.9M | 36 | 600 |
| Sep 2017 | $894.1M | $862.1M | $31.9M | 36 | 600 |
| Jul 2017 | $894.1M | $862.1M | $31.9M | 36 | 600 |
| Mar 2017 | $894.1M | $862.1M | $31.9M | 36 | 600 |
| Sep 2016 | $829.2M | $782.1M | $47.1M | 30 | 300 |
| Jul 2016 | $829.2M | $782.1M | $47.1M | 30 | 300 |
| Jun 2016 | $829.2M | $782.1M | $47.1M | 30 | 300 |
| Apr 2016 | $829.2M | $782.1M | $47.1M | 30 | 300 |
| Mar 2016 | $829.2M | $782.1M | $47.1M | 30 | 300 |
| Sep 2015 | $702.9M | $662.6M | $40.4M | 28 | 300 |
| Jul 2015 | $702.9M | $662.6M | $40.4M | 28 | 300 |
| Mar 2015 | $702.9M | $662.6M | $40.4M | 28 | 300 |
| Dec 2014 | $469.5M | $446.2M | $23.3M | 24 | 200 |
| Jun 2014 | $469.5M | $446.2M | $23.3M | 24 | 200 |
| Mar 2014 | $469.5M | $446.2M | $23.3M | 24 | 200 |
| Apr 2013 | $224.4M | $192.4M | $32M | 19 | 130 |
| Mar 2013 | $224.4M | $192.4M | $32M | 19 | 130 |
| Mar 2012 | $206M | $179.3M | $26.7M | 6 | 120 |
| Mar 2011 | $202.7M | $158.9M | $43.7M | 10 | -- |
| Feb 2011 | $173.2M | $0 | $173.2M | 10 | -- |
| Jan 2011 | $173.2M | $0 | $173.2M | 10 | -- |
| Dec 2010 | $173.2M | $0 | $173.2M | 10 | -- |
| Sep 2010 | $173.2M | $0 | $173.2M | 10 | -- |
| Apr 2010 | $173.2M | $0 | $173.2M | 10 | -- |
DateDec 2017
Total AUM$894.1M
Discretionary$862.1M
Non-Disc.$31.9M
Employees36
Clients0
DateSep 2017
Total AUM$894.1M
Discretionary$862.1M
Non-Disc.$31.9M
Employees36
Clients600
DateSep 2017
Total AUM$894.1M
Discretionary$862.1M
Non-Disc.$31.9M
Employees36
Clients600
DateJul 2017
Total AUM$894.1M
Discretionary$862.1M
Non-Disc.$31.9M
Employees36
Clients600
DateMar 2017
Total AUM$894.1M
Discretionary$862.1M
Non-Disc.$31.9M
Employees36
Clients600
DateSep 2016
Total AUM$829.2M
Discretionary$782.1M
Non-Disc.$47.1M
Employees30
Clients300
DateJul 2016
Total AUM$829.2M
Discretionary$782.1M
Non-Disc.$47.1M
Employees30
Clients300
DateJun 2016
Total AUM$829.2M
Discretionary$782.1M
Non-Disc.$47.1M
Employees30
Clients300
DateApr 2016
Total AUM$829.2M
Discretionary$782.1M
Non-Disc.$47.1M
Employees30
Clients300
DateMar 2016
Total AUM$829.2M
Discretionary$782.1M
Non-Disc.$47.1M
Employees30
Clients300
DateSep 2015
Total AUM$702.9M
Discretionary$662.6M
Non-Disc.$40.4M
Employees28
Clients300
DateJul 2015
Total AUM$702.9M
Discretionary$662.6M
Non-Disc.$40.4M
Employees28
Clients300
DateMar 2015
Total AUM$702.9M
Discretionary$662.6M
Non-Disc.$40.4M
Employees28
Clients300
DateDec 2014
Total AUM$469.5M
Discretionary$446.2M
Non-Disc.$23.3M
Employees24
Clients200
DateJun 2014
Total AUM$469.5M
Discretionary$446.2M
Non-Disc.$23.3M
Employees24
Clients200
DateMar 2014
Total AUM$469.5M
Discretionary$446.2M
Non-Disc.$23.3M
Employees24
Clients200
DateApr 2013
Total AUM$224.4M
Discretionary$192.4M
Non-Disc.$32M
Employees19
Clients130
DateMar 2013
Total AUM$224.4M
Discretionary$192.4M
Non-Disc.$32M
Employees19
Clients130
DateMar 2012
Total AUM$206M
Discretionary$179.3M
Non-Disc.$26.7M
Employees6
Clients120
DateMar 2011
Total AUM$202.7M
Discretionary$158.9M
Non-Disc.$43.7M
Employees10
Clients--
DateFeb 2011
Total AUM$173.2M
Discretionary$0
Non-Disc.$173.2M
Employees10
Clients--
DateJan 2011
Total AUM$173.2M
Discretionary$0
Non-Disc.$173.2M
Employees10
Clients--
DateDec 2010
Total AUM$173.2M
Discretionary$0
Non-Disc.$173.2M
Employees10
Clients--
DateSep 2010
Total AUM$173.2M
Discretionary$0
Non-Disc.$173.2M
Employees10
Clients--
DateApr 2010
Total AUM$173.2M
Discretionary$0
Non-Disc.$173.2M
Employees10
Clients--