# WURZ FINANCIAL SERVICES, LLC

WURZ FINANCIAL SERVICES, LLC of HOLLAND, OH is an SEC-registered investment adviser.

## Registration

- CRD: 331608
- Type: SEC-registered investment adviser
- SEC file number: 801-135149
- Location: 6904 SPRING VALLEY DRIVE, SUITE 301, HOLLAND, OH, 43528
- Phone: 859-291-9879
- Latest filing: 2026-07-21
- Regulatory AUM: $117.0M
- Discretionary AUM: $117.0M
- Clients: 7
- Accounts: 449

## Business model

- Compensation: % of AUM, Hourly, Fixed, Subscription
- Clients served: Individuals, High net worth

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Darren Wurz | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | — |
| Travis Wurz | MANAGING PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/331608/brochure
- Similar advisers: https://search.stillhousedata.com/firm/331608/similar
- Related entities: https://search.stillhousedata.com/firm/331608/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/331608

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.