# Bridgewater Asset Management LLC

> Bridgewater Asset Management LLC is an SEC-registered investment advisory firm in Chesterfield, MO, registered since 2016, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 20, 2026.

- CRD: 169832
- Filed as: BRIDGEWATER ASSET MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chesterfield, MO
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/169832
- AdvisorCensus page: https://advisorcensus.com/firm/bridgewater-asset-management-llc-chesterfield-mo-169832

## Quick answers

**How is Bridgewater Asset Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Bridgewater Asset Management LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Bridgewater Asset Management LLC located?**
Bridgewater Asset Management LLC's principal office is in Chesterfield, MO, according to its Form ADV.

**Is Bridgewater Asset Management LLC registered with the SEC or a state?**
Bridgewater Asset Management LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 169832.

**How much does Bridgewater Asset Management LLC manage?**
Bridgewater Asset Management LLC reports $350,522,704 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (100% discretionary).

**How have Bridgewater Asset Management LLC's assets and staff changed since 2021?**
In the Form ADV data for Bridgewater Asset Management LLC: Regulatory assets under management: $227,958,000 in the October 2021 data and $350,522,704 in the October 2026 data, up 54%. Total employees: 7 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Bridgewater Asset Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (231); high net worth individuals (165); charitable organizations (5).

**Which custodians does Bridgewater Asset Management LLC use?**
Bridgewater Asset Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and LPL Financial LLC as custodians holding 10% or more of its separately managed account assets.

**Does Bridgewater Asset Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/169832

**What changed in Bridgewater Asset Management LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $298,451,193 to $350,522,704 (+17%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- LPL Financial LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $350,522,704
- Discretionary: $350,244,496
- Non-discretionary: $278,208

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 231 | $47,980,536 |
| High net worth individuals | 165 | $293,826,152 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $2,240,697 |
| Charitable organizations | 5 | $3,796,815 |
| Corporations or other businesses not listed above | Fewer than 5 | $2,678,504 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2016 (9 years)
- Employees: 6 total, 5 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, CO, FL, GA, IL, MI, MO, NE, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bwam.net
- Facebook @BRIDGEWATER-ASSET-MANAGEMENT-LLC-147889791962315
- X @BWAMLLC

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $227,958,000 | 7 | September 22, 2021 |
| October 2022 | $236,343,226 | 7 | July 27, 2022 |
| October 2023 | $242,616,745 | 7 | March 8, 2023 |
| October 2024 | $266,711,287 | 6 | February 20, 2024 |
| October 2025 | $298,451,193 | 6 | March 11, 2025 |
| October 2026 | $350,522,704 | 6 | March 20, 2026 |

Regulatory assets under management: $227,958,000 in the October 2021 data and $350,522,704 in the October 2026 data, up 54%.
Total employees: 7 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $298,451,193 to $350,522,704 (+17%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bridgewater Asset Management LLC (CRD 169832): Form ADV filing data as of October 2026.