Schulz Wealth, Ltd.
Schulz Wealth, Ltd. is an SEC-registered wealth manager in Mansfield, TX with $438.1M assets under management (AUM, regulatory AUM), +21% over one year. See who owns Schulz Wealth, Ltd.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 172194, SEC 801-113536, data through 2026-02-25.
- AUM (assets under management / regulatory AUM)
- $438.1M (2026-02-25)
- Firm type
- Wealth Manager
- Location
- Mansfield, TX
- Employees
- 3
- Clients
- 176
- CRD
- 172194
- Ownership
- SCHULZ, ROBERT, RANKIN; Smith, Austin, M; SCHULZ, MICHELLE, SPIES
How much AUM does Schulz Wealth, Ltd. have?
Schulz Wealth, Ltd. reported $438.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-25).
Who owns Schulz Wealth, Ltd.?
Disclosed owners and executives of Schulz Wealth, Ltd. include SCHULZ, ROBERT, RANKIN, Smith, Austin, M, SCHULZ, MICHELLE, SPIES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.