0001172661-17-000337.txt : 20170210 0001172661-17-000337.hdr.sgml : 20170210 20170210135114 ACCESSION NUMBER: 0001172661-17-000337 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20161231 FILED AS OF DATE: 20170210 DATE AS OF CHANGE: 20170210 EFFECTIVENESS DATE: 20170210 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: 17591933 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 12-31-2016 12-31-2016 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 02-10-2017 0 109 264399 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 267 1497 SH SOLE 1497 0 0 ABBOTT LABS COM 002824100 4642 120853 SH SOLE 120853 0 0 ABBVIE INC COM 00287Y109 381 6081 SH SOLE 6081 0 0 ADOBE SYS INC COM 00724F101 941 9142 SH SOLE 9142 0 0 ALPHABET INC CAP STK CL C 02079K107 3476 4504 SH SOLE 4504 0 0 ALPHABET INC CAP STK CL A 02079K305 3571 4506 SH SOLE 4506 0 0 AMAZON COM INC COM 023135106 493 657 SH SOLE 657 0 0 AMERICAN CAMPUS CMNTYS INC COM 024835100 286 5738 SH SOLE 5738 0 0 AMERICAN EXPRESS CO COM 025816109 8332 112478 SH SOLE 112478 0 0 AMERICAN WTR WKS CO INC NEW COM 030420103 366 5060 SH SOLE 5060 0 0 APPLE INC COM 037833100 9151 79011 SH SOLE 79011 0 0 AT&T INC COM 00206R102 346 8133 SH SOLE 8133 0 0 B & G FOODS INC NEW COM 05508R106 239 5454 SH SOLE 5454 0 0 BECTON DICKINSON & CO COM 075887109 206 1246 SH SOLE 1246 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 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