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| Keyboard |
| Widmann Financial Services Inc
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|---|---|
| CRD # | 289106 |
| SEC # | 801-111962 |
| CIK # | 0001906640 |
| AUM | 466.8 M (2026-04-14) |
| Employees | 14 (64% Investors, 43% Brokers) |
| Phone | 301-262-2919 |
| Address | 4321 Northview Drive Bowie, MD 20716 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 7.0 | ||
| Microsoft Corp | 5.7 | ||
| Johnson & Johnson | 3.7 | ||
| International Business Machines Corp | 3.6 | ||
| Caterpillar Inc | 3.1 | ||
| McDonalds Corp | 3.1 | ||
| United Technologies Corp /DE/ | 3.1 | ||
| Chevron Corp | 2.5 | ||
| Home Depot Inc | 2.3 | ||
| Coca Cola Co | 2.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 428 | 169.1 |
| (b) Individuals (high net worth individuals) | 123 | 284.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 4.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 7.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,128 | 466.8 |
| By Discretionary | ||
| Discretionary | 1,127 | 465.6 |
| Non-Discretionary | 1 | 1.2 |
| Total | 1,128 | 466.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 466.8 | |
| Total | 1,128 | 466.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001906640] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 2 |
| Serves | Retail, Research |
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