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| Keyboard |
| Bridgewater Asset Management LLC
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|---|---|
| CRD # | 169832 |
| SEC # | 801-108560 |
| CIK # | |
| AUM | 350.5 M (2026-03-20) |
| 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) | 231 | 48.0 |
| (b) Individuals (high net worth individuals) | 165 | 293.8 |
| (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 | 2.2 |
| (h) Charitable organizations | 5 | 3.8 |
| (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 | 2.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,092 | 350.5 |
| By Discretionary | ||
| Discretionary | 1,088 | 350.2 |
| Non-Discretionary | 4 | 0.3 |
| Total | 1,092 | 350.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 350.5 | |
| Total | 1,092 | 350.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Laraway Financial Advisors Inc
✚
|
MN | 351.5 M |
|
Caldwell Advisors LLC
✚
|
TN | 351.4 M |
|
Sitrin Capital Management LLC
✚
|
CA | 351.1 M |
|
Entrust Financial LLC
✚
|
PA | 350.9 M |
|
Panoramic Investment Advisors LLC
✚
|
CO | 350.6 M |
|
Sykon Capital LLC
✚
|
NY | 350.1 M |
|
Sonoma Allocations LLC
✚
|
CA | 350.0 M |
|
Superior Planning LLC
✚
|
CA | 349.6 M |
|
Manners Paul & Associates Inc
✚
|
GA | 349.5 M |
|
Donato Wealth Management PLLC
✚
|
TX | 349.3 M |