SourcingSourcing

WIDMANN FINANCIAL SERVICES, INC.

B52
CRD 289106·SEC 801-111962·BOWIE, MD
AUM
$466.8M
$100M-$500M
Est. Revenue
$4.7M
@ 1% on AUM
Est. EBITDA
$1.4M
@ 30% margin
Est. Deal Value
$11.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WIDMANN FINANCIAL SERVICES, INC.
CRD
289106
SEC file #
801-111962
EIN
202524951
DBA names
Widmann Financial Services

Economics

AUM
$466.8M
AUM band
$100M-$500M
AUM trajectory
'20'26
$167.7M → $466.8M▲ +178%
Client mix
Individuals Other428
Individuals High Net Worth123

Operations

Employees (total)
14
Advisory staff (per ADV)
9
Advisory staff (5-yr trend)
'20'26
9 advisors → 9 advisors▬ 0%
Primary office
BOWIE MD
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsEducational Seminars Workshops
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
04/14/2026
ADV-W filed at
—
Website
widmannfinancial.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WIDMANN, ARDEN, THOMAS
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
WIDMANN, ARDEN, THOMAS
READY, ROBERT, PRIESTER
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
WIDMANNFINANCIAL.COM
Rdap Domain Creation Date
1998-10-09T04:00:00Z
Rdap Firm Age Years
28
Rdap Firm Age Band
20+y
Rdap Registrar
Tucows Domains Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001906640
Edgar Registered
Yes
Edgar Filing Count
20
Edgar First Filing Date
2022-01-28
Edgar Last Filing Date
2026-05-15
Edgar 13f Count
18
Edgar 13f Latest AUM Estimate
Filing Date2026-05-15
Accession0001906640-26-000002

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.324
Soi Zip Pct 200k Plus
0.0668
Soi Zip Returns 200k Plus
810
Soi Zip Total AGI
1,035,432
Fdic Zip Total Deposits
14,457,167,000
Fdic Zip Branch Count
227
Fdic Zip Top Banks
Old Line Bank
The Washington Savings Bank, FSB

Compliance & brand

Firm Registration Status
active

All other collected signals (27)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
6
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
E*trade4
Fidelity2
Edgar Addresses
Mailing
4321 NORTHVIEW DRIVEBOWIE, MD 20716
Business
4321 NORTHVIEW DRIVEBOWIE, MD 20716
Edgar EIN
202524951
Edgar Recent Filings
13F-HR2026-05-15 · 0001906640-26-000002
13F-HR2026-02-18 · 0001906640-26-000001
Fdic Zip Branches Raw
First Virginia Bank-MarylandMitchellville, MD
Bank of BowieBowie, MD
Fdic Zip HHI
1009.04
Fdic Zip Top Bank Share Pct
21.22
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-10-08T04:00:00Z
Rdap Domain Last Changed
2018-07-11T15:33:22Z
Rdap Nameservers
Ns1.commonwealth.comNs2.commonwealth.comNs3.commonwealth.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI28,598
Returns2,460
Stub 2
AGI79,593
Returns2,130
Stub 3
AGI116,908
Returns1,880
Soi Zip Total Business Income
6,910
Soi Zip Total Cap Gains
12,506
Soi Zip Total Dividends
4,775
Soi Zip Total Returns
12,130
Top Owner CRD
1891122
Trust Company Affiliate
No

People (6)

6
WIDMANN, ARDEN, THOMAS
IAR · Direct Owner · 87.5%
1891122
READY, ROBERT, PRIESTER
IAR · Direct Owner · 7.5%
4140598
RUIZ, LAURA, ANN
IAR · Executive Officer · 2.5%
4035961
GAINES, WILLIAM
IAR · Executive Officer · 2.5%
6883077
DAVID CLARK WOLF
IAR
1307572
Justin M Horner
IAR
6729201