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WIDMANN FINANCIAL SERVICES
Legal name: WIDMANN FINANCIAL SERVICES, INC.
CRD 289106File 801-111962
APPROVED
Retail clients
Custody
Filing as of Apr 14, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$466.8M
Above cohort median (national)
Discretionary AUM
$465.6M
Non-discretionary $1.2M
Clients
551
1,128 accounts
Employees
14
Below cohort median in MD
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Oct 29, 2017
- Principal office
- 4321 NORTHVIEW DRIVE, BOWIE, MD, 20716
- Phone
- 301-262-2919
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $466.8M
- Discretionary AUM
- $465.6M
- Non-discretionary AUM
- $1.2M
- Discretionary accounts
- 1,127
- Non-discretionary accounts
- 1
- Total accounts
- 1,128
- AUM per client
- $847K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $7.9M |
| Charitable organizations | Fewer than 5 | $4.9M |
| High net worth individuals | 123 | $284.9M |
| Individuals (other than high net worth individuals) | 428 | $169.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.