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Building 2BRIDGEWATER WEALTH MANAGEMENT, LLC

Map pinBETHESDA, MD
Phone301-656-1200
NotebookSEC #801-64335
Total AUM
$147.4M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7475 WISCONSIN AVENUE, SUITE 600
BETHESDA
MD 20814
United States
Operating Hours
8:30 AM - 5:30 PM
Monday - Friday
Phone
301-656-1200

ReceiptFinancials

Total AUM
$147.4M
Accounts
608
Discretionary
$0
Accounts
0
Non-Discretionary
$147.4M
Accounts
608

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CAMDNENJNYTNTXVA

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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