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WF
RIA · CRD 331608SEC-Registered

Updated:

Wurz Financial Services

WURZ FINANCIAL SERVICES, LLC is an SEC-registered investment adviser in HOLLAND, OH, registered since 2026. The firm manages approximately $117 million in...

Overview

WURZ FINANCIAL SERVICES, LLC is an SEC-registered investment adviser in HOLLAND, OH, registered since 2026. The firm manages approximately $117 million in regulatory assets. It has 7 employees and 2 investment advisers.

General information

Firm type

RIA

Location

Region

North America

Country

United States

City

Holland

Corporate office

Cincinnati, OH, United States

Principals

Timothy Wurz

President

Sector focus

Real EstatePrivate CreditPrivate Equity

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