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WIDMANN FINANCIAL SERVICES

BOWIE, MD · CRD 289106 · IAPD ↗ · widmannfinancial.com · 301-262-2919

$466.8MRegulatory AUM
9Advisory reps
14Employees
2Clients
More than 500Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — WIDMANN FINANCIAL SERVICES notice-filed in NH, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2025 — WIDMANN FINANCIAL SERVICES reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
June 2024 — WIDMANN FINANCIAL SERVICES notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — WIDMANN FINANCIAL SERVICES grew from 8 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.