← Tributary

WURZ FINANCIAL SERVICES, LLC

HOLLAND, OH · CRD 331608 · IAPD ↗ · 859-291-9879

$117.0MRegulatory AUM
3Advisory reps
7Employees
3Clients
101-250Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
August 2026 — WURZ FINANCIAL SERVICES, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
42
March 2026 — WURZ FINANCIAL SERVICES, LLC notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
February 2026 — WURZ FINANCIAL SERVICES, LLC (HOLLAND, OH) is newly SEC-registered with $117.0M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.