BRIDGEWATER ASSET MANAGEMENT LLC
SEC RegisteredGuiding you on your path toward a stable financial future
About the firm
Bridgewater Asset Management, LLC is a financial advisory firm founded to serve individuals, small businesses and not-for-profits. They limit their list of clients to focus on providing each one with personalized advice. Their personalized and comprehensive approach to wealth management includes financial planning, investment management, and risk management.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial Planning (Wealth Accumulation and Distribution, Retirement Income Planning, Estate Planning, Business Retirement Plans, College Planning); Investment Management (Managed Accounts, Alternative Investments, Mutual Funds/ETFs/Unit Investment Trusts/Equities); Risk Management (Life Insurance, Long Term Care, Disability Income, Endowment Management)
Who they serve
Individuals, small businesses and not-for-profits
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 231 | $48M |
| High Net Worth Individuals | 165 | $294M |
| State/Municipal Entities | 5 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 to $250,000 | 1.50% |
| $250,000 to $499,999 | 1.25% |
| $500,000 to $999,999 | 1.10% |
| $1,000,000 to $1,999,999 | 1.00% |
| $2,000,000 to $3,999,999 | 0.95% |
| $4,000,000 to $7,999,999 | 0.85% |
| $8,000,000 to $15,999,999 | 0.80% |
| Over $16,000,000 | 0.75% |
Data as of March 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BRIDGEWATER ASSET MANAGEMENT LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.