Insights

Market Position Widmann Financial Services operates as a boutique firm with a personalized approach, presenting an opportunity to target clients seeking tailored financial advisory services outside larger, impersonal institutions.

Growth Potential With annual revenues estimated between $10 million and $25 million and a small team of 2-10 employees, the firm is poised for expansion and could benefit from scalable technological solutions or strategic partnerships.

Technology Usage Utilizing cloud-based infrastructure like AWS and CDN services indicates openness to technological upgrades, opening avenues for offering advanced financial tech tools or cybersecurity solutions.

Competitive Landscape Similar-sized firms are competing within a large sector with major players earning billions in revenue, suggesting opportunities to introduce specialized products or services that can differentiate Widmann Financial.

Client Engagement Focusing on personalized service offers a pathway to develop high-touch digital engagement tools and content marketing strategies that resonate with high-net-worth clients emphasizing individualized financial planning.

Widmann Financial Services Tech Stack

Widmann Financial Services uses 8 technology products and services including Amazon Web Services, Amazon EC2, Cloudflare CDN, and more. Explore Widmann Financial Services's tech stack below.

  • Amazon Web Services
    Cloud Hosting
  • Amazon EC2
    Cloud Infrastructure Computing
  • Cloudflare CDN
    Content Delivery Network
  • jQuery CDN
    Content Delivery Network
  • Open Graph
    Content Management System
  • Font Awesome
    Font Scripts
  • JSON-LD
    Javascript Frameworks
  • Google Tag Manager
    Tag Management

Media & News

Widmann Financial Services's Email Address Formats

Widmann Financial Services uses at least 1 format(s):
Widmann Financial Services Email FormatsExamplePercentage
First.L@widmannfinancial.comJohn.D@widmannfinancial.com
100%

Frequently Asked Questions

Where is Widmann Financial Services's headquarters located?

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Widmann Financial Services's main headquarters is located at 4321 Northview Drive Bowie, Maryland 20716 United States. The company has employees across 1 continents, including North America.

What is Widmann Financial Services's official website and social media links?

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Widmann Financial Services's official website is widmannfinancial.com and has social profiles on LinkedIn.

What is Widmann Financial Services's SIC code NAICS code?

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Widmann Financial Services's SIC code is 7299 - Miscellaneous Personal Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does Widmann Financial Services have currently?

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As of April 2026, Widmann Financial Services has approximately 9 employees across 1 continents, including North America. Key team members include Director: L. R.Director Of Financial Planning Services: M. M.Administrative Assistant: D. R.. Explore Widmann Financial Services's employee directory with LeadIQ.

What industry does Widmann Financial Services belong to?

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Widmann Financial Services operates in the Financial Services industry.

What technology does Widmann Financial Services use?

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Widmann Financial Services's tech stack includes Amazon Web ServicesAmazon EC2Cloudflare CDNjQuery CDNOpen GraphFont AwesomeJSON-LDGoogle Tag Manager.

What is Widmann Financial Services's email format?

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Widmann Financial Services's email format typically follows the pattern of First.L@widmannfinancial.com. Find more Widmann Financial Services email formats with LeadIQ.

When was Widmann Financial Services founded?

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Widmann Financial Services was founded in 1988.

Widmann Financial Services

Financial ServicesMaryland, United States2-10 Employees

Welcome to Widmann Financial Services!

Since 1988, we have specialized in providing the highest level of service and a personalized approach to each client's unique financial situation. As an independent financial consulting firm, we take great pride in our comprehensive knowledge and experience, as well as our values and objectivity.

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA (https://www.finra.org) and SIPC (https://www.sipc.org), a Registered Investment Adviser. Financial planning and asset management services offered through Widmann Financial Services, Inc. are separate and unrelated to Commonwealth. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.

Widmann Financial Services is located at 4321 Northview Drive, Bowie, MD 20716. You can reach us at (301)262-2919.

The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations.

Please review our Terms of Use: https://www.commonwealth.com/terms-of-use

Section iconCompany Overview

Headquarters
4321 Northview Drive Bowie, Maryland 20716 United States
SIC Code
7299 - Miscellaneous Personal Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Founded
1988
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Widmann Financial Services's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Widmann Financial Services's revenue is estimated to be in the range of $10M$25M

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