0001172661-16-003184.txt : 20160509 0001172661-16-003184.hdr.sgml : 20160509 20160509113529 ACCESSION NUMBER: 0001172661-16-003184 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20160331 FILED AS OF DATE: 20160509 DATE AS OF CHANGE: 20160509 EFFECTIVENESS DATE: 20160509 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Bridgewater Wealth & Financial Management, LLC CENTRAL INDEX KEY: 0001648901 IRS NUMBER: 271593336 STATE OF INCORPORATION: MD FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16952 FILM NUMBER: 161630490 BUSINESS ADDRESS: STREET 1: 7475 WISCONSIN AVE STREET 2: 600 CITY: BETHESDA STATE: MD ZIP: 20814 BUSINESS PHONE: 3016561551 MAIL ADDRESS: STREET 1: 7475 WISCONSIN AVE STREET 2: 600 CITY: BETHESDA STATE: MD ZIP: 20814 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001648901 XXXXXXXX 03-31-2016 03-31-2016 false Bridgewater Wealth & Financial Management, LLC

7475 Wisconsin Ave 600 Bethesda MD 20814

13F HOLDINGS REPORT 028-16952 N Kim Allred 301-656-1551 /s/ Kim Allred Bethesda MD 05-09-2016 0 115 275079 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 270 1618 SH SOLE 1618 0 0 ABBOTT LABS COM 002824100 5418 129525 SH SOLE 129525 0 0 ABBVIE INC COM 00287Y109 349 6118 SH SOLE 6118 0 0 ACCESS NATL CORP COM 004337101 198 10000 SH SOLE 10000 0 0 ADOBE SYS INC COM 00724F101 857 9136 SH SOLE 9136 0 0 ALPHABET INC CAP STK CL C 02079K107 2961 3975 SH SOLE 3975 0 0 ALPHABET INC CAP STK CL A 02079K305 3763 4933 SH SOLE 4933 0 0 AMAZON COM INC COM 023135106 397 668 SH SOLE 668 0 0 AMERICAN CAMPUS CMNTYS INC COM 024835100 289 6130 SH SOLE 6130 0 0 AMERICAN EXPRESS CO COM 025816109 6725 109529 SH SOLE 109529 0 0 AMERICAN WTR WKS CO INC NEW COM 030420103 346 5025 SH SOLE 5025 0 0 APPLE INC COM 037833100 9432 86538 SH SOLE 86538 0 0 AT&T INC COM 00206R102 356 9080 SH SOLE 9080 0 0 B & G FOODS INC NEW COM 05508R106 207 5959 SH SOLE 5959 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1216 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