# BRIDGEWATER WEALTH & FINANCIAL MANAGEMENT, LLC

BRIDGEWATER WEALTH & FINANCIAL MANAGEMENT, LLC of BETHESDA, MD is an SEC-registered investment adviser.

## Registration

- CRD: 152965
- Type: SEC-registered investment adviser
- SEC file number: 801-71137
- Location: 7475 WISCONSIN AVENUE, SUITE 600, BETHESDA, MD, 20814
- Phone: 301-656-1200
- Latest filing: 2017-12-14
- Regulatory AUM: $894.1M
- Discretionary AUM: $862.1M
- Non-discretionary AUM: $31.9M
- Clients: 36
- Accounts: 2,386

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| RUBIN MITCHELL JOSEPH | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER; PRINCIPAL; PRINCIPAL / CHIEF COMPLIANCE OFFICER (+1 more) | — |
| OCANA ANN MARIE | CHIEF OPERATING OFFICER | — |
| ALLRED KIMBERLY ANN | CHIEF COMPLIANCE OFFICER / CHIEF OF INVESTMENT OPERATIONS | — |
| ROESER MARLA CHIDSEY | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/152965/brochure
- Similar advisers: https://search.stillhousedata.com/firm/152965/similar
- Related entities: https://search.stillhousedata.com/firm/152965/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/152965

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.