Bridgewater Asset Management LLC

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Assets, Funds, Holdings

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Bridgewater Asset Management LLC
CRD #169832
SEC #801-108560
CIK #
AUM $266.7 MM (2024-02-20)
Employees 6 (83% Investors, 83% Brokers)
Phone636-536-9936
Address16150 Main Circle Drive
Chesterfield, MO 63017
Source [IAPD] [Website] [Twitter]
Total AUM ($MM)
3002401801206002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 260 58.2
(b) Individuals (high net worth individuals) 127 200.8
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 3 1.7
(h) Charitable organizations 5 3.1
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 4 2.8
(n) Other 0 0.0
Total 1,161 266.7
By Discretionary
Discretionary 1,108 254.4
Non-Discretionary 53 12.3
Total 1,161 266.7
By Non-United States Persons
Non-United States Persons 0.4
United States Persons 266.4
Total 1,161 266.7
Comparable Firms State AUM ($BB)
Lubitz Linda S CFP PA
FL 0.3
BCO Wealth Management LLC
NM 0.3
Bridge City Capital LLC
OR 0.3
Athena Investment Management
CA 0.3
Confidence Wealth Management LLC
NV 0.3
Dean Financial Services LLC
OH 0.3
Slayton Lewis Inc
UT 0.3
Genesis Private Wealth LLC
VA 0.3
Stephenson and Company Inc
CA 0.3
Rhodes Investment Advisors Inc
TX 0.3
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