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| Happy Holidays!! thanks for using AUM13F!! |
| Bridgewater Asset Management LLC
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| CRD # | 169832 |
| SEC # | 801-108560 |
| CIK # | |
| AUM | $298.5 M (2025-03-11) |
| Employees | 6 (83% Investors, 83% Brokers) |
| Phone | 636-536-9936 |
| Address | 16150 Main Circle Drive Chesterfield, MO 63017 |
| Source | [IAPD] [Website] [Twitter] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 254 | 48.6 |
| (b) Individuals (high net worth individuals) | 144 | 241.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.9 |
| (h) Charitable organizations | 5 | 3.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 2.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,165 | 298.5 |
| By Discretionary | ||
| Discretionary | 1,160 | 298.1 |
| Non-Discretionary | 5 | 0.3 |
| Total | 1,165 | 298.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 298.1 | |
| Total | 1,165 | 298.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Dovetail Wealth Management LLC
✚
|
TX | 0.3 |
|
Taylor Frigon Capital Management LLC
✚
|
AZ | 0.3 |
|
Brown Financial Advisors LLC
✚
|
OH | 0.3 |
|
Certified Tax Service Inc
✚
|
IL | 0.3 |
|
Targeted Financial Services LLC
✚
|
FL | 0.3 |
|
Jessup Wealth Management Inc
✚
|
OH | 0.3 |
|
Kensington Investment Counsel LLC
✚
|
CA | 0.3 |
|
Athena Investment Management
✚
|
0.3 | |
|
Carolina Wealth Advisors LLC
✚
|
SC | 0.3 |
|
Salvus Wealth Management LLC
✚
|
NJ | 0.3 |