BRIDGEWATER WEALTH & FINANCIAL MANAGEMENT, LLC

BETHESDA, Maryland·1 registered advisor·CRD# 152965
SEC# 801-711371301-656-1200
01

Firm Overview

AUM
$894M
Regulatory assets under management
Employees
36
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at BRIDGEWATER WEALTH & FINANCIAL MANAGEMENT, LLC

1 registered advisor
Marla Chidsey Roeser
BETHESDA, Maryland
05

Office Locations

BETHESDA, Maryland
1 advisor

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Data sourced from SEC Form ADV filings. BRIDGEWATER WEALTH & FINANCIAL MANAGEMENT, LLC (CRD# 152965) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.