Widmann Financial Services - Investment Advisers

About Widmann Financial Services

Widmann Financial Services, Inc. is an investment adviser headquartered in Bowie, Maryland, with regulatory assets under management of $466.8 million and 14 employees. The firm describes itself as offering wealth management to both individuals and institutions, with a focus on long-term relationships that often span generations within families. Its founding date is given as 1988. The firm's stated services include retirement planning, investment management, financial planning, estate transfer, charitable gifting, long-term care, and life insurance. Its client base includes pre-retirees and retirees, business owners, government and public employees, not-for-profit organizations, and attorneys, personal representatives and trustees. The firm also says it provides medallion signature guarantees, notary services and fiduciary asset management for that last group. Widmann Financial Services is listed among the investment advisers in Maryland and appears in the wider directory of US investment advisers. Its team describes a shared commitment to integrity, family and community service, and the firm's website is widmannfinancial.com.

Key Facts

Assets Under Management

$466.8M

Employees

14

SEC File Number

801-111962