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Schulz Wealth, Ltd.

● SEC registered since 2018CRD 172194SEC# 801-113536Mansfield, TX
Export (members)
Reg. AUM
$363.2M
Employees
3
Accounts
564
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 $363.2 million in regulatory assets under management and employs 3 people.
www.schulzwealth.comView on SEC.gov ↗

Schulz Wealth, Ltd. owners & executives

2 reported
NameTitleOwnershipSince
Austin M SmithVice President, Chief Investment Officer10-25%2021
Robert Rankin Schulz ControlChief Compliance Officer And PresidentOver 75%2014

Frequently asked questions

How much does Schulz Wealth, Ltd. manage?

Schulz Wealth, Ltd. reports $363.2 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

Address1752 Broad Park Circle North, Suite 110, Mansfield, TX 76063
Phone817-405-4014
Office hours8:30a.m. - 5:00p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$260.5M
Non-discretionary$102.6M
Total (RAUM)$363.2M