SCHULZ WEALTH, LTD.

RIASEC RegisteredEst. 2018
Total AUM
$438M
Discretionary
$312M
71% of AUM
Avg account
$713K
Accounts
614
Employees
3
Advisory reps
3

Firm details

Headquarters
MANSFIELD, Texas
CRD number
172194
Registered since
July 5, 2018
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

FINTRX

Overview

Schulz Wealth, Ltd. is an independent registered investment adviser formed in 2018 and owned by an individual. The firm acts as a capital allocator for both individual and family clients as well as institutional accounts. Its client-facing services include financial planning, portfolio management for individuals and small businesses, pension consulting-related work, and selecting other advisers. Schulz Wealth charges a mix of percentage-of-AUM fees and fixed fees. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 92%, Exchange Traded Equities 4%, Derivatives 2%, Investment Grade Corp Bonds 1%, Cash & Cash Equivalents 1%92%
  • Public Funds/Mutual Funds92%
  • Exchange Traded Equities4%
  • Derivatives2%
  • Investment Grade Corp Bonds1%
  • Cash & Cash Equivalents1%

Contacts

3 of 3
  • ROBERT SCHULZ

    PresidentCRD 2664834

  • Krystal LaFollette

    Financial Planning AssociateCRD 8127729

  • Austin Smith

    PartnerCRD 6937398

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 53

Active vs passive

$152M in ETFs

Passive

14%

$21.7M

Active

85%

$130M

ETFProviderStyleCategoryValueShares% of portfolio
DIMENSIONAL US CORE EQUITY 2 ETF (DFAC)DimensionalActiveLarge Blend$35.6M899,07223.47%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth