This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$117MItem 5.F on the latest filing (2026-07-21); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$117M

Private client RAUM

$117MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$39.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

7

Advisory employees

3

Offices

2Schedule D 1.F, beyond the principal office

Accounts

449

Individual clients

449

High net worth clients

42

SEC number

801-135149

CRD

331608

Filings on the tape

5

First filed

Dec 15, 2025

Latest filed

Jul 21, 2026

Organised

Limited Liability Company, OH

• Occurred

  Jan 9, 2025
  Team lift-out

  2 advisors left Schmerge Executive Planning Services, Inc. (Holland, OH) for Wurz Financial Services, LLC on the same day

  Form ADVobserved 3 days ago
  2 advisors

Graph

RIA / Wealth Management

Canonical id

dfx:ria:470abdd4-2a48-e2a6-e085-5e41cd7201d6

First observed

Dec 15, 2025

Last observed

Jul 21, 2026 2 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.