| 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 |
Widmann Financial Services, Inc. reports $385.7 million in regulatory assets under management on its Form ADV.
Widmann Financial Services, Inc. reports 14 employees.
Widmann Financial Services, Inc. is based in Bowie, MD and has been SEC-registered since 2017.
Widmann Financial Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $384.6M |
| Non-discretionary | $1.1M |
| Total (RAUM) | $385.7M |