0001172661-15-001416.txt : 20150806 0001172661-15-001416.hdr.sgml : 20150806 20150806130437 ACCESSION NUMBER: 0001172661-15-001416 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150331 FILED AS OF DATE: 20150806 DATE AS OF CHANGE: 20150806 EFFECTIVENESS DATE: 20150806 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/A SEC ACT: 1934 Act SEC FILE NUMBER: 028-16952 FILM NUMBER: 151032150 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/A 1 primary_doc.xml 13F-HR/A LIVE false true false 0001648901 XXXXXXXX 03-31-2015 03-31-2015 true 1 RESTATEMENT 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 08-06-2015 0 79 234417 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 5252 113355 SH SOLE 113355 0 0 ABBVIE INC COM 00287Y109 222 3800 SH SOLE 3800 0 0 ACCESS NATL CORP COM 004337101 187 10000 SH SOLE 10000 0 0 AMERICAN CAMPUS CMNTYS INC COM 024835100 263 6130 SH SOLE 6130 0 0 APPLE INC COM 037833100 8756 70367 SH SOLE 70367 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 691 4788 SH SOLE 4788 0 0 BLACKSTONE GSO LNG SHRT CR I COM SHS BN INT 09257D102 1630 101003 SH SOLE 101003 0 0 CATAMARAN CORP COM 148887102 8148 136845 SH SOLE 136845 0 0 CHEVRON CORP NEW COM 166764100 809 7708 SH SOLE 7708 0 0 CHIPOTLE MEXICAN GRILL INC COM 169656105 11419 17553 SH SOLE 17553 0 0 COCA COLA CO COM 191216100 535 13198 SH SOLE 13198 0 0 COLGATE PALMOLIVE CO COM 194162103 570 8217 SH SOLE 8217 0 0 CORPORATE OFFICE PPTYS TR SH BEN INT 22002T108 762 25940 SH SOLE 25940 0 0 COSTCO WHSL CORP NEW COM 22160K105 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