Schulz Wealth, Ltd.
Firm details
- Headquarters
- Mansfield, Texas
- CRD number
- 172194
- Registered since
- July 5, 2018
- Website
- schulzwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC., EMPOWER RETIREMENT, LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI65.95%
- Pension & Profit Sharing Plans28.89%
- Individuals5.16%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Schulz Wealth, Ltd. is an independent, privately owned registered investment adviser that has been SEC-registered since 2018. The firm serves both individual and family clients as well as institutional accounts, operating as a capital allocator that blends traditional advisory services with third‑party alternative-manager placements. Its advisory offering, as disclosed on regulatory filings, includes financial planning, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fee arrangements include percentage-of-AUM charges as well as fixed fees. Schulz Wealth does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds92%
- Exchange Traded Equities4%
- Derivatives2%
- Investment Grade Corp Bonds1%
- Cash & Cash Equivalents1%
Contacts
3 of 3
Austin Smith
PartnerCRD 6937398
Robert Schulz
PresidentCRD 2664834
Krystal LaFollette
Financial Planning AssociateCRD 8127729
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 92Active vs passive
$293M in ETFs
17%
$50.4M
76%
$243M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $42.3M | 953,100 | 14.43% |
Location
Mansfield, TX
Tarrant
Location
Mansfield, TX
Headquartered in Mansfield, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Tarrant
- Address
- 560 N Walnut Creek Dr
- Time zone
- CT (UTC-6)
- Office locations
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