Wurz Financial Services, LLC

Overview

Wurz Financial Services, LLC is an independent registered investment adviser owned by an individual and registered with the SEC in 2026. The firm focuses on serving individual and family clients, offering financial planning and discretionary portfolio management geared toward individuals and small businesses. Its business activities also include operating as a law firm and acting as a salesperson for other financial products. The firm uses a mix of fee arrangements — percentage of AUM, hourly fees, subscription fees and fixed fees — and is not positioned as a capital allocator or pension consultant. Wurz is not flagged as an active ESG investor and its adviser footprint is not described as multi-state in the available filing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices