0001172661-17-001472.txt : 20170803 0001172661-17-001472.hdr.sgml : 20170803 20170803155330 ACCESSION NUMBER: 0001172661-17-001472 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170630 FILED AS OF DATE: 20170803 DATE AS OF CHANGE: 20170803 EFFECTIVENESS DATE: 20170803 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: 171004734 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 06-30-2017 06-30-2017 false Bridgewater Wealth & Financial Management, LLC

7475 Wisconsin Ave 600 Bethesda MD 20814

13F HOLDINGS REPORT 028-16952 N Marla Roeser 301-656-1200 /s/ Marla Roeser Bethesda MD 08-03-2017 0 117 299996 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 415 1992 SH SOLE 1992 0 0 ABBOTT LABS COM 002824100 6695 137724 SH SOLE 137724 0 0 ABBVIE INC COM 00287Y109 433 5976 SH SOLE 5976 0 0 ADOBE SYS INC COM 00724F101 1041 7359 SH SOLE 7359 0 0 ALPHABET INC CAP STK CL C 02079K107 4440 4886 SH SOLE 4886 0 0 ALPHABET INC CAP STK CL A 02079K305 4427 4762 SH SOLE 4762 0 0 AMAZON COM INC COM 023135106 743 768 SH SOLE 768 0 0 AMERICAN CAMPUS CMNTYS INC COM 024835100 275 5813 SH SOLE 5813 0 0 AMERICAN EXPRESS CO COM 025816109 9871 117177 SH SOLE 117177 0 0 AMERICAN TOWER CORP NEW COM 03027X100 281 2126 SH SOLE 2126 0 0 AMERICAN WTR WKS CO INC NEW COM 030420103 299 3840 SH SOLE 3840 0 0 APPLE INC COM 037833100 11919 82756 SH SOLE 82756 0 0 AT&T INC COM 00206R102 421 11150 SH SOLE 11150 0 0 BECTON DICKINSON & CO COM 075887109 229 1176 SH SOLE 1176 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 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