0001172661-16-003643.txt : 20160803 0001172661-16-003643.hdr.sgml : 20160803 20160803105754 ACCESSION NUMBER: 0001172661-16-003643 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20160630 FILED AS OF DATE: 20160803 DATE AS OF CHANGE: 20160803 EFFECTIVENESS DATE: 20160803 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: 161802634 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 06-30-2016 06-30-2016 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 08-03-2016 0 114 277285 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 276 1576 SH SOLE 1576 0 0 ABBOTT LABS COM 002824100 5067 128888 SH SOLE 128888 0 0 ABBVIE INC COM 00287Y109 373 6029 SH SOLE 6029 0 0 ACCESS NATL CORP COM 004337101 195 10000 SH SOLE 10000 0 0 ADOBE SYS INC COM 00724F101 874 9127 SH SOLE 9127 0 0 ALPHABET INC CAP STK CL C 02079K107 2785 4024 SH SOLE 4024 0 0 ALPHABET INC CAP STK CL A 02079K305 3471 4933 SH SOLE 4933 0 0 AMAZON COM INC COM 023135106 409 571 SH SOLE 571 0 0 AMERICAN CAMPUS CMNTYS INC COM 024835100 303 5738 SH SOLE 5738 0 0 AMERICAN EXPRESS CO COM 025816109 6916 113830 SH SOLE 113830 0 0 AMERICAN WTR WKS CO INC NEW COM 030420103 426 5037 SH SOLE 5037 0 0 APPLE INC COM 037833100 8137 85119 SH SOLE 85119 0 0 AT&T INC COM 00206R102 356 8242 SH SOLE 8242 0 0 B & G FOODS INC NEW COM 05508R106 258 5361 SH SOLE 5361 0 0 BECTON DICKINSON & CO COM 075887109 216 1271 SH 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