Widmann Financial Services
Widmann Financial Services is an SEC-registered mass-market adviser in Bowie, MD with $466.8M assets under management (AUM, regulatory AUM), +21% over one year. See who owns Widmann Financial Services: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 289106, SEC 801-111962, data through 2026-04-14.
- AUM (assets under management / regulatory AUM)
- $466.8M (2026-04-14)
- Firm type
- Mass-Market Adviser
- Location
- Bowie, MD
- Employees
- 14
- Clients
- 551
- CRD
- 289106
- Ownership
- WIDMANN, ARDEN, THOMAS; RUIZ, LAURA, ANN; READY, ROBERT, PRIESTER; GAINES, WILLIAM
How much AUM does Widmann Financial Services have?
Widmann Financial Services reported $466.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-14).
Who owns Widmann Financial Services?
Disclosed owners and executives of Widmann Financial Services include WIDMANN, ARDEN, THOMAS, RUIZ, LAURA, ANN, READY, ROBERT, PRIESTER, GAINES, WILLIAM. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.