WURZ FINANCIAL SERVICES, LLC
WURZ FINANCIAL SERVICES, LLC of HOLLAND, OH is an SEC-registered investment adviser (CRD 331608). Regulatory assets under management: $117.0M.
Registration
- CRD: 331608
- SEC file number: 801-135149
- Type: Registered investment adviser
- 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 | — |
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