SEC Form ADV

WIDMANN FINANCIAL SERVICES

Firm profile: Widmann Financial Services — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserMD
$466.8M
Assets Under Management
1,128
Total Clients
14
Employees
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Registration Details

Accession
CRD-289106
Location
BOWIE, MD
Filing Date
April 14, 2026
AUM
$466.8M
Total Clients
1,128
Employees
14
Amendment
No

Client Types

IndividualsHNW IndividualsCharitable OrganizationsCorporations

About this Adviser

WIDMANN FINANCIAL SERVICES is a registered investment adviser headquartered in BOWIE, MD, managing approximately $466.8M in assets across 1,128 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.