Overview
Assets Under Management: $117 million
Headquarters: HOLLAND, OH
High-Net-Worth Clients: 42
Average Client Assets: $1.3 million
Frequently Asked Questions
WURZ FINANCIAL SERVICES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #331608), WURZ FINANCIAL SERVICES, LLC is subject to fiduciary duty under federal law.
WURZ FINANCIAL SERVICES, LLC is headquartered in HOLLAND, OH.
WURZ FINANCIAL SERVICES, LLC serves 42 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, WURZ FINANCIAL SERVICES, LLC offers financial planning and portfolio management for individuals. View all service details ↓
WURZ FINANCIAL SERVICES, LLC manages $117 million in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, WURZ FINANCIAL SERVICES, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 42
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 45.30%
Average Client Assets: $1.3 million
Total Client Accounts: 449
Discretionary Accounts: 449
Regulatory Filings
CRD Number: 331608
Filing ID: 2084583
Last Filing Date: 2026-03-27 07:53:08