SCHULZ WEALTH, LTD.
SEC Form ADV profile.
Total regulatory AUM
$438,057,650
Discretionary
$311,515,187
Non-discretionary
$126,542,463
Firm details
- CRD number
- 172194
- SEC file number
- 801-113536
- Main office
- MANSFIELD, TX, United States
- Employees
- 3
- SEC status
- Approved
- Website
- HTTP://WWW.SCHULZWEALTH.COM
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.