| Name | Title | Ownership | Since |
|---|---|---|---|
| Darren Wurz Control | Managing Partner And Chief Compliance Officer | 50-75% | 2024 |
| Travis Wurz Control | Managing Partner | 50-75% | 2024 |
Wurz Financial Services, LLC reports $117 million in regulatory assets under management on its Form ADV.
Wurz Financial Services, LLC reports 4 employees.
Wurz Financial Services, LLC is based in Holland, OH and has been SEC-registered since 2026.
Wurz Financial Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $117M |
| Non-discretionary | $0 |
| Total (RAUM) | $117M |