LP Profile

Widmann Financial Services

Also known as widmann financial services

Wealth ManagerBowie, United StatesFounded 1988
Bowie
Headquarters
Investment Focus

About Widmann Financial Services

We specialize in wealth management for both individuals and institutions. Our approach is rooted in developing long-lasting relationships that span across generations within families, striving to preserve and nurture your financial legacy for years to come.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Widmann Financial Services from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$466.8M
Total Clients
1,128
Filing Date
April 14, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Widmann Financial Services across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Widmann Financial Services?

Widmann Financial Services is a wealth manager based in Bowie, United States.

Where is Widmann Financial Services headquartered?

Widmann Financial Services is headquartered in Bowie, United States.

When was Widmann Financial Services founded?

Widmann Financial Services was founded in 1988.

How can I contact Widmann Financial Services?

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