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SCHULZ WEALTH, LTD.
CRD 172194 · SEC 801-113536
560 N. WALNUT CREEK, SUITE 120, MANSFIELD, TX, 76063, United States
Phone
817-405-4014
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$438.1M
Discretionary AUM
$311.5M
Team
3 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-02-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 66 | $22.6M |
| High net worth individuals | 104 | $288.9M |
| Pension/profit sharing plans | 6 | $126.5M |
States served
TX
All web addresses on file
- HTTP://WWW.SCHULZWEALTH.COM
- https://www.linkedin.com/in/robschulz/
- https://www.linkedin.com/in/austin-smith-cfa-245551108/
- https://twitter.com/robschulztx
- https://www.youtube.com/c/SchulzWealthMansfield
- https://www.facebook.com/robschulzcfp
- https://schulzwealth.com/blog/priorities-and-lifestyle
- https://www.linkedin.com/company/schulz-wealth/
Official SEC filing: View on IAPD