Tovia Widman
Tovia Widman is a registered investment advisor at Wells Fargo Advisors, based in Pepper Pike, OH, with 55 years of industry experience. Tovia is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
30050 Chagrin Blvd Ste 150, Pepper Pike, OH, 44124
Get directionsHistory
Regulatory History (2)
Judgment / Lien
April 2026Regulatory
November 1972Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Mericka & CO., INC.Broker
Klee & Company, INC.Broker
Ima Management INCBroker
State Registrations34 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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