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WIDMANN FINANCIAL SERVICES

WIDMANN FINANCIAL SERVICES, INC.

CRD 289106 · SEC 801-111962

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4321 NORTHVIEW DRIVE, BOWIE, MD, 20716, United States

Phone

301-262-2919

Fax

301-262-3481

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$466.8M

Discretionary AUM

$465.6M

Team

14 total employees; 9 advisory reps; 2 broker-dealer reps

Clients

More than 500

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-04-14

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Educational seminars

Client types

TypeClientsAUM
Individuals428$169.1M
High net worth individuals123$284.9M

States served

DE, MD, NY, NC, PA, SC, VA, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD