WIDMANN FINANCIAL SERVICES, INC.
Legal name: WIDMANN FINANCIAL SERVICES
CRD #289106 SEC #801-111962 BOWIE, MD 301-262-2919
SEC Registered
Total AUM
$385.7M
Discretionary
$384.6M
Employees
14
Clients
--
Accounts
1,020
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $385.7M | $384.6M | $1.1M | 14 | 8 |
| May 2024 | $341.5M | $340.5M | $979.5K | 10 | 10 |
| Mar 2024 | $341.5M | $340.5M | $979.5K | 10 | 10 |
| Mar 2023 | $302.9M | $302.1M | $840.5K | 8 | 5 |
| Mar 2022 | $293M | $292M | $970.9K | 8 | 17 |
| Nov 2021 | $242.7M | $241.8M | $882.3K | 8 | 4 |
| Mar 2021 | $242.7M | $241.8M | $882.3K | 8 | 4 |
| Mar 2021 | $242.7M | $241.8M | $882.3K | 8 | 4 |
| Feb 2021 | $219.8M | $219.2M | $610.5K | 9 | 13 |
| Sep 2020 | $219.8M | $219.2M | $610.5K | 9 | 13 |
| Jun 2020 | $219.8M | $219.2M | $610.5K | 9 | 13 |
| Mar 2020 | $219.8M | $219.2M | $610.5K | 9 | 13 |
| Mar 2019 | $167.7M | $167.2M | $500K | 9 | 9 |
| Nov 2018 | $140.4M | $140.4M | $0 | 8 | 0 |
| Oct 2018 | $140.4M | $140.4M | $0 | 8 | 0 |
| Jun 2018 | $140.4M | $140.4M | $0 | 8 | 0 |
| Feb 2018 | $140.4M | $140.4M | $0 | 8 | 0 |
| Sep 2017 | $0 | $0 | $0 | 5 | 0 |
DateMar 2025
Total AUM$385.7M
Discretionary$384.6M
Non-Disc.$1.1M
Employees14
Clients8
DateMay 2024
Total AUM$341.5M
Discretionary$340.5M
Non-Disc.$979.5K
Employees10
Clients10
DateMar 2024
Total AUM$341.5M
Discretionary$340.5M
Non-Disc.$979.5K
Employees10
Clients10
DateMar 2023
Total AUM$302.9M
Discretionary$302.1M
Non-Disc.$840.5K
Employees8
Clients5
DateMar 2022
Total AUM$293M
Discretionary$292M
Non-Disc.$970.9K
Employees8
Clients17
DateNov 2021
Total AUM$242.7M
Discretionary$241.8M
Non-Disc.$882.3K
Employees8
Clients4
DateMar 2021
Total AUM$242.7M
Discretionary$241.8M
Non-Disc.$882.3K
Employees8
Clients4
DateMar 2021
Total AUM$242.7M
Discretionary$241.8M
Non-Disc.$882.3K
Employees8
Clients4
DateFeb 2021
Total AUM$219.8M
Discretionary$219.2M
Non-Disc.$610.5K
Employees9
Clients13
DateSep 2020
Total AUM$219.8M
Discretionary$219.2M
Non-Disc.$610.5K
Employees9
Clients13
DateJun 2020
Total AUM$219.8M
Discretionary$219.2M
Non-Disc.$610.5K
Employees9
Clients13
DateMar 2020
Total AUM$219.8M
Discretionary$219.2M
Non-Disc.$610.5K
Employees9
Clients13
DateMar 2019
Total AUM$167.7M
Discretionary$167.2M
Non-Disc.$500K
Employees9
Clients9
DateNov 2018
Total AUM$140.4M
Discretionary$140.4M
Non-Disc.$0
Employees8
Clients0
DateOct 2018
Total AUM$140.4M
Discretionary$140.4M
Non-Disc.$0
Employees8
Clients0
DateJun 2018
Total AUM$140.4M
Discretionary$140.4M
Non-Disc.$0
Employees8
Clients0
DateFeb 2018
Total AUM$140.4M
Discretionary$140.4M
Non-Disc.$0
Employees8
Clients0
DateSep 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0