0001172661-16-004081.txt : 20161101 0001172661-16-004081.hdr.sgml : 20161101 20161101142906 ACCESSION NUMBER: 0001172661-16-004081 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20160930 FILED AS OF DATE: 20161101 DATE AS OF CHANGE: 20161101 EFFECTIVENESS DATE: 20161101 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: 161964336 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 09-30-2016 09-30-2016 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 11-01-2016 0 113 271350 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 262 1488 SH SOLE 1488 0 0 ABBOTT LABS COM 002824100 5406 127840 SH SOLE 127840 0 0 ABBVIE INC COM 00287Y109 381 6040 SH SOLE 6040 0 0 ADOBE SYS INC COM 00724F101 992 9142 SH SOLE 9142 0 0 ALPHABET INC CAP STK CL C 02079K107 3387 4357 SH SOLE 4357 0 0 ALPHABET INC CAP STK CL A 02079K305 3855 4794 SH SOLE 4794 0 0 AMAZON COM INC COM 023135106 508 607 SH SOLE 607 0 0 AMERICAN CAMPUS CMNTYS INC COM 024835100 292 5738 SH SOLE 5738 0 0 AMERICAN EXPRESS CO COM 025816109 7369 115074 SH SOLE 115074 0 0 AMERICAN WTR WKS CO INC NEW COM 030420103 378 5049 SH SOLE 5049 0 0 APPLE INC COM 037833100 9205 81424 SH SOLE 81424 0 0 AT&T INC COM 00206R102 337 8310 SH SOLE 8310 0 0 B & G FOODS INC NEW COM 05508R106 266 5408 SH SOLE 5408 0 0 BECTON DICKINSON & CO COM 075887109 224 1246 SH SOLE 1246 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 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