RIA Intelligence

WURZ FINANCIAL SERVICES, LLC

CRD #331608 SEC #801-135149 HOLLAND, OH 859-291-9879
SEC Registered
Total AUM
$117M
Discretionary
$117M
Employees
4
Clients
251
Accounts
449

AUM Over Time

DateDec 2025
Total AUM$117M
Discretionary$117M
Non-Disc.$0
Employees4
Clients15