Wurz Financial Services, LLC
Wurz Financial Services, LLC is an SEC-registered mass-market adviser in Holland, OH with $117.0M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Wurz Financial Services, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 331608, SEC 801-135149, data through 2026-06-29.
- AUM (assets under management / regulatory AUM)
- $117.0M (2026-06-29)
- Firm type
- Mass-Market Adviser
- Location
- Holland, OH
- Employees
- 6
- Clients
- 491
- CRD
- 331608
- Ownership
- WURZ, TRAVIS; WURZ, DARREN
How much AUM does Wurz Financial Services, LLC have?
Wurz Financial Services, LLC reported $117.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-29).
Who owns Wurz Financial Services, LLC?
Disclosed owners and executives of Wurz Financial Services, LLC include WURZ, TRAVIS, WURZ, DARREN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.