Wurz Financial Services, LLC: new SEC registration, $117M AUM, Holland, OH
Wurz Financial Services, LLC (Holland, Ohio): new SEC registration, $117M AUM, Holland, OH. Its amount of 117 is below the median of 134 (34th percentile). Dated 289 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 117 · 34th percentile of 1,149 NewRiaPulse records · 0.9x the median
Free preview: all 11 published fields of this record are shown below. Locked: 36 related OH NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Wurz Financial Services, LLC |
| Legal name | Wurz Financial Services, LLC |
| CRD | 331608 |
| Status | Approved |
| Registered with the SEC | 2026-01-20 |
| Latest Form ADV filing | 2026-07-21 |
| Location | Holland, OH, United States |
| Regulatory AUM | $117,000,000 |
| Accounts | 449 |
| Employees | 7 |
| Website | https://www.linkedin.com/in/darren-p-wurz/ |
| amount percentile | 34th of 1,149 (median 134, 0.9x median) |
| Peer records CSV (37 OH records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-01-20
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (OH first): Drive Capital LLC · Woodland Wealth Partners · The Connor Group Fund Manager, LLC · The O.H.I.O. Fund · Arg Private Wealth, LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Wurz Financial Services, LLC and 37 Ohio peers
- Ohio NewRiaPulse records like this one: 37
- Wurz Financial Services, LLC's amount: 34th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Ohio peer: $7,400 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $117M under management.
- Website on file.
What is the NewRiaPulse record for Wurz Financial Services, LLC in Holland, Ohio?
Wurz Financial Services, LLC received SEC registration as an investment adviser (2026-01-20) with $117,000,000 in regulatory assets under management, based in Holland, OH.
How does Wurz Financial Services, LLC compare to other Ohio NewRiaPulse records?
Its amount of 117 is below the median (34th percentile); smaller records often move faster and face less competition. It is 289 days old; check the official source for later updates before acting.
Wurz Financial Services, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Wurz Financial Services, LLC | Holland, OH | 117 | 34th | 2026-01-20 |
| Crosspoint Capital Management | Orinda, CA | 117 | 34th | 2026-09-22 |
| Knecht Capital Management, LLC | 116 | 33rd | 2026-09-23 | |
| Leonard Advisory Group LLC | Saint Joseph, MI | 114 | 30th | 2026-09-16 |
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✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.