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WURZ FINANCIAL SERVICES, LLC
CRD 331608 · SEC 801-135149
6904 SPRING VALLEY DRIVE, SUITE 301, HOLLAND, OH, 43528, United States
Phone
859-291-9879
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$117.0M
Discretionary AUM
$117.0M
Team
6 total employees; 2 advisory reps; 15 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Subscription fees; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 449 | $64.0M |
| High net worth individuals | 42 | $53.0M |
States served
GA, KY, LA, MI, OH, FL
All web addresses on file
- https://www.linkedin.com/in/darren-p-wurz/
- https://www.wurzfinancialservices.com
- https://www.linkedin.com/company/wurz-financial-services/
- https://www.facebook.com/wurzfinancialservice/
- https://www.lawyermillionaire.com
- https://www.facebook.com/thelawyermillionaire/
- https://www.youtube.com/c/WurzFinancialServicesCovington/featured
- https://www.instagram.com/thelawyermillionaire/
- https://www.tiktok.com/@thelawyermillionaire
- https://www.linkedin.com/in/darren-wurz/
- https://www.linkedin.com/company/the-lawyer-millionaire/?viewAsMember=true
- https://www.x.com/wurzfinanccial/
- https://www.linkedin.com/in/traviswurz/
- https://www.facebook.com/darren.wurz.3/
- https://www.youtube.com/@thelawyermillionaire
Official SEC filing: View on IAPD