Wurz Financial Services, LLC

Overview

Wurz Financial Services, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm targets individual and family clients and offers financial planning and portfolio management for individuals and small businesses. Its reported fee arrangements include percentage-of-assets, hourly charges, subscription fees, and fixed fees. The firm also lists business activities outside pure advisory work — specifically law firm services and other financial product sales — and is not flagged as an active ESG investor or a multi-state adviser. The firm’s SEC registration year is shown as 2026.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices