Wurts Associates is a firm that provides financial advisor, consulting services, investment management, and other accounting to nonprofit clients. They primarily provide their services regionally, with most clients in California, Washington, and North Dakota (although they are present in other states as well).
Most Wurts Associates clients are health and welfare funds, grantmaking foundations, and hospitals with revenues ranging from $25 million to $414 million.
Previous legal names, trade names, or just variations of their name include: Verus; and Wurts and Associates.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Sutter Health | 501(c)(3) | Sacramento, CA | ||
| 2 | The San Diego Foundation | 501(c)(3) | San Diego, CA | ||
| 3 | Association for Cultural Interchange | 501(c)(3) | New York, NY | ||
| 4 | Leichtag Foundation | 501(c)(3) | Encinitas, CA | ||
| 5 | Confluence Health | 501(c)(3) | Wenatchee, WA | ||
| 6 | Community Foundation for Monterey County | 501(c)(3) | Monterey, CA | ||
| 7 | Offutt Family Foundation | 501(c)(3) | Fargo, ND | ||
| 8 | The Barry Foundation | 501(c)(3) | Fargo, ND | ||
| 9 | Uc San Diego Foundation | 501(c)(3) | La Jolla, CA | ||
| 10 | Southern California Painting and Drywall Industries Health and Welfare Trust Fund | 501(c)(9) | Covina, CA | ||
| ... | and 9 more Wurts Associates not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Wurts Associates in the nonprofit sector include Proaccount, Towers Watson, Minnesota Life Insurance Company, Ameriprise Financial Services, Alerus Financial, N.a., Matrix Trust Company, Conduent HR Consulting, LLC, Pentegra Services Inc., Definiti, LLC, and Fidelity Investments Institutional.
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