Schultz Financial Group Incorporated
Schultz Financial Group Incorporated is an SEC-registered wealth manager in Reno, NV with $214.8M assets under management (AUM, regulatory AUM), +9% over one year. See who owns Schultz Financial Group Incorporated: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 108724, SEC 801-18297, data through 2026-06-16.
- AUM (assets under management / regulatory AUM)
- $214.8M (2026-06-16)
- Firm type
- Wealth Manager
- Location
- Reno, NV
- Employees
- 4
- Clients
- 116
- CRD
- 108724
- Ownership
- SCHULTZ, RUSSELL, COREY; SCHULTZ, VICKI, PAULA; SUDAME, SAMEER, J; LOWDEN, PETER, WADE; SCHULTZ FAMILY 2005 TRUST
How much AUM does Schultz Financial Group Incorporated have?
Schultz Financial Group Incorporated reported $214.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-16).
Who owns Schultz Financial Group Incorporated?
Disclosed owners and executives of Schultz Financial Group Incorporated include SCHULTZ, RUSSELL, COREY, SCHULTZ, VICKI, PAULA, SUDAME, SAMEER, J, LOWDEN, PETER, WADE, SCHULTZ FAMILY 2005 TRUST. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.