Wurz Financial Services, LLC
● SEC registered since 2026CRD 331608SEC# 801-135149Holland, OH
Reg. AUM
$117M
Employees
6
Accounts
449
Location
Holland, OH
Wurz Financial Services, LLC assets under management
Wurz Financial Services, LLC is an SEC-registered investment adviser based in Holland, OH. The firm has been registered since 2026. It reports $117 million in regulatory assets under management and employs 6 people.
Wurz Financial Services, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Darren Wurz Control | Managing Partner And Chief Compliance Officer | 50-75% | 2024 |
| Travis Wurz Control | Managing Partner | 50-75% | 2024 |
Frequently asked questions
How much does Wurz Financial Services, LLC manage?
Wurz Financial Services, LLC reports $117 million in regulatory assets under management on its Form ADV.
How many employees does Wurz Financial Services, LLC have?
Wurz Financial Services, LLC reports 6 employees.
Where is Wurz Financial Services, LLC located?
Wurz Financial Services, LLC is based in Holland, OH and has been SEC-registered since 2026.
Does Wurz Financial Services, LLC disclose fund performance?
Wurz Financial Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6904 Spring Valley Drive, Suite 301, Holland, OH 43528 |
| Phone | 859-291-9879 |
| Fax | N/A |
| Office hours | 9:00 a.m. - 6:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$117MNo change
Dec '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 90%
Larger than 10% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$117Mregulatory AUM
Discretionary $117M