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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-01-1995
- Office Locations
- 1
Office Locations
About Bridgewater Advisors Inc.
Bridgewater Advisors Inc. is a New York–based RIA serving retail and institutional clients with financial and wealth planning, tax and estate strategies, retirement planning, and portfolio construction/asset allocation. Investment implementation commonly uses ETFs, mutual funds, and fixed income in managed accounts. The firm works with major custodians including Schwab and Fidelity/NFS and runs on the Tamarac platform.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
LEO VINCENT MARZEN
Managing Partner, Wealth Advisor
- CRD
- #2073985
- Ownership
- 50% but less than 75%
GABE DEREK BRYAN
PARTNER, Senior Advisor
- CRD
- #5275968
- Ownership
- 5% but less than 10%
Showing 2 of 6 owners & executives
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Olabode Adeleke Aladenika
Associate
- CRD
- #7683909
Benjamin Wesley Bernard
Trader
- CRD
- #7427165
Showing 2 of 15 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,566,369,842 | $834,592 |
| Non-Discretionary | $0 | -- |
| Total | $2,566,369,842 | $834,592 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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