0001172661-15-001417.txt : 20150806 0001172661-15-001417.hdr.sgml : 20150806 20150806130510 ACCESSION NUMBER: 0001172661-15-001417 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150630 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: 151032152 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 06-30-2015 06-30-2015 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 78 235808 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 5658 115277 SH SOLE 115277 0 0 ABBVIE INC COM 00287Y109 257 3830 SH SOLE 3830 0 0 ACCESS NATL CORP COM 004337101 194 10000 SH SOLE 10000 0 0 AMERICAN CAMPUS CMNTYS INC COM 024835100 229 6065 SH SOLE 6065 0 0 APPLE INC COM 037833100 8934 71231 SH SOLE 71231 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 654 4808 SH SOLE 4808 0 0 BLACKSTONE GSO LNG SHRT CR I COM SHS BN INT 09257D102 1514 97763 SH SOLE 97763 0 0 CATAMARAN CORP COM 148887102 6691 109545 SH SOLE 109545 0 0 CHEVRON CORP NEW COM 166764100 625 6479 SH SOLE 6479 0 0 CHIPOTLE MEXICAN GRILL INC COM 169656105 10579 17486 SH SOLE 17486 0 0 COCA COLA CO COM 191216100 492 12538 SH SOLE 12538 0 0 COLGATE PALMOLIVE CO COM 194162103 535 8180 SH SOLE 8180 0 0 CORPORATE OFFICE PPTYS TR SH BEN INT 22002T108 583 24760 SH SOLE 24760 0 0 COSTCO WHSL CORP NEW COM 22160K105 208 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