Schulz Wealth, Ltd.
● SEC registered since 2018CRD 172194SEC# 801-113536Mansfield, TX
Reg. AUM
$438.1M
Employees
3
Accounts
614
Location
Mansfield, TX
Schulz Wealth, Ltd. assets under management
Schulz Wealth, Ltd. operates as an SEC-registered investment adviser based in Mansfield, TX. The firm has been registered since 2018. It reports $438.1 million in regulatory assets under management and employs 3 people.
Schulz Wealth, Ltd. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Austin M Smith | Vice President, Chief Investment Officer | 25-50% | 2021 |
| Robert Rankin Schulz Control | Chief Compliance Officer And President | Over 75% | 2014 |
Frequently asked questions
How much does Schulz Wealth, Ltd. manage?
Schulz Wealth, Ltd. reports $438.1 million in regulatory assets under management on its Form ADV.
How many employees does Schulz Wealth, Ltd. have?
Schulz Wealth, Ltd. reports 3 employees.
Where is Schulz Wealth, Ltd. located?
Schulz Wealth, Ltd. is based in Mansfield, TX and has been SEC-registered since 2018.
Does Schulz Wealth, Ltd. disclose fund performance?
Schulz Wealth, Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 560 N. Walnut Creek, Suite 120, Mansfield, TX 76063 |
| Phone | 817-405-4014 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$438.1M▲ 21%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 51%
Larger than 49% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$438.1Mregulatory AUM
Discretionary $311.5MNon-discretionary $126.5M