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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 15, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WURZ, DARREN | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| WURZ, TRAVIS | I | MANAGING PARTNER | D | Control |
Registrations
Federal
IA
Dec 15, 2025 REGISTERED
Notice Filings (5)
FL KY LA MI OH
Address
6904 SPRING VALLEY DRIVESUITE 301
HOLLAND, OH 43528
United States
Phone: 859-291-9879