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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 509 | 551 | increased by42 |
| Apr 1, 2026 | AUM | $385,739,250 | $466,800,704 | increased by$81,061,454 |
| Apr 1, 2026 | Accounts | 1,020 | 1,128 | increased by108 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 14 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 428 | 509 | increased by81 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $293,001,887 | $385,739,250 | increased by$92,737,363 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 761 | 1,020 | increased by259 |
| Apr 1, 2022 | Clients | 397 | 428 | increased by31 |
| Apr 1, 2022 | AUM | $242,712,359 | $293,001,887 | increased by$50,289,528 |
| Apr 1, 2022 | Accounts | 402 | 761 | increased by359 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WIDMANN FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WIDMANN FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
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.