Wurts & Associates Inc. (Seattle)

Name: Wurts & Associates Inc.
Address: 999 Third Avenue, Seattle, WA, 98104
Telephone: 206-622-3700

Wurts & Associates Inc. is a large advisory firm based in Seattle. It manages $21.31 billion of regulatory assets for 54 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Oregon, and Washington.

Wurts & Associates provides portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Wurts & Associates: assets under management

The assets under management (AUM) of Wurts & Associates Inc. is $21.31 billion. The firm's AUM has grown by 1027% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $20.51 billion in discretionary accounts and $793.05 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $5.13 billion each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $15.86 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Wurts & Associates Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Wurts & Associates Inc.

William Whitney Wurts has been acting as President since 1 Aug 2001. Warren R Spencer joined the executive team most recently as the Cco.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
William Whitney Wurts	President	1 Jan 1986	75% - 100%	473541
Richard Cameron Wyman	Principal	1 Jun 1996	Other	1673139
Jeffrey James Maclean	Principal	1 Jun 1996	Other	1899100
Edward James Wolfe	Director	1 Jul 1996	Other	4381159
Timothy Charles Rutledge	Senior consultant	1 Jul 2000	Other	4295573
William Whitney Wurts	Chairman	1 Aug 2001	Other	473541
Jeffrey James Maclean	Chief executive officer/shareholder of wurts, inc.	1 Aug 2001	50% - 75%	1899100
Richard Cameron Wyman	Senior vice president/chief financial officer	1 Aug 2001	Other	1673139
Angela Joy Swensen	Treasurer/shareholder of wurts, inc.	1 Dec 2005	Other	5079658
Shelly Jean Heier	President/senior consultant/shareholder of wurts, inc.	1 Jan 2007	Other	4795455
Scott Jerome Whalen	Evp/senior consultant/shareholder of wurts, inc.	1 Jan 2007	Other	4570046
Jeffrey Carl Scott	Chief investment officer of wurts, inc. shareholder of wurts, inc. & manager, kei investments, llc (relying advisor)	1 Sep 2011	Other	5084217
Inc. Wurts	Member of kei investments, llc (relying advisor)	1 Apr 2012	50% - 75%	80-0819413
Llc Jcs Advisors	Member of kei investments, llc (relying advisor)	1 Apr 2012	50% - 75%	20-8860037
Verus Holdings Company	Member of verus investors, llc (relying advisor)	1 Apr 2012	50% - 75%	80-0819413
Llc Wurts	Member of kei investments, llc (relying advisor)	1 Apr 2012	50% - 75%	80-0819413
Kraig Stuart Mccoy	Cfo of wurts, inc. & coo of kei investments, llc (relying advisor)	1 Nov 2013	Other	4964737
Warren R Spencer	Cco	1 Nov 2014	Other	6473731

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Jeffrey Carl Scott	Member and manager	1 Apr 2012	50% - 75%	5084217
Jeffrey James Maclean	Member and manager	1 Apr 2012	50% - 75%	1899100

Based in Seattle

The principal office where Wurts & Associates Inc. performs its advisory services is located at 999 Third Avenue, Seattle, WA 98104, which is also the mailing address of the firm. An additional office of the firm is in El Segundo, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 206-622-3700 or by fax 206-622-0548. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at wurts.com.