Widmann Financial Services, Inc.
● SEC registered since 2017CRD 289106SEC# 801-111962Bowie, MD
Reg. AUM
$466.8M
Employees
14
Accounts
1,128
Location
Bowie, MD
Widmann Financial Services, Inc. assets under management
Widmann Financial Services, Inc. operates as an SEC-registered investment adviser based in Bowie, MD. The firm has been registered since 2017. It reports $466.8 million in regulatory assets under management and employs 14 people.
Widmann Financial Services, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Arden Thomas Widmann Control | President, Chief Compliance Officer, Director | Over 75% | 1988 |
| Laura Ann Ruiz | Coo, Compliance Manager | Under 5% | 2009 |
| Robert Priester Ready | Investment Adviser Representative | 5-10% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Widmann Financial Services, Inc. manage?
Widmann Financial Services, Inc. reports $466.8 million in regulatory assets under management on its Form ADV.
How many employees does Widmann Financial Services, Inc. have?
Widmann Financial Services, Inc. reports 14 employees.
Where is Widmann Financial Services, Inc. located?
Widmann Financial Services, Inc. is based in Bowie, MD and has been SEC-registered since 2017.
Does Widmann Financial Services, Inc. disclose fund performance?
Widmann Financial Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4321 Northview Drive, Bowie, MD 20716 |
| Phone | 301-262-2919 |
| Fax | 301-262-3481 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$466.8M▲ 21%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 50%
Larger than 50% of 16,271 advisers
EmployeesTop 32%
More than 68% of 16,825 advisers
Assets under management
$466.8Mregulatory AUM
Discretionary $465.6MNon-discretionary $1.2M