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- Custodian
- Fidelity/NFS ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-29-2017
- Office Locations
- 1
Office Locations
About Widmann Financial Services
Widmann Financial Services provides wealth management for individuals and institutions, with a relationship-driven, multigenerational focus. The team delivers holistic financial planning alongside retirement planning, investment management, estate-transfer and charitable-gifting strategies, supported by an upfront consultation, detailed data gathering, and a formal investment proposal. Operates in both retail and institutional channels and custodies through Fidelity/NFS and Pershing.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ARDEN THOMAS WIDMANN
Chief Compliance Officer, DIRECTOR, President
- CRD
- #1891122
- Ownership
- 75% or more
ROBERT PRIESTER READY JR
Investment Adviser Representative
- CRD
- #4140598
- Ownership
- 5% but less than 10%
Showing 2 of 4 owners & executives
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DAVID MICHAEL GREENLEAF
Financial Consultant
- CRD
- #2370933
Justin M Horner
Financial Consultant
- CRD
- #6729201
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $465,633,387 | $413,162 |
| Non-Discretionary | $1,167,317 | $1,167,317 |
| Total | $466,800,704 | $413,830 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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