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Austin M Smith

SCHULZ WEALTH, LTD.·MANSFIELD, Texas
Series 65Clean record8 years registeredSCHULZ WEALTH, LTD.
1752 BROAD PARK CIRCLE NORTH, MANSFIELD, TX 76063CRD# 6937398Firm CRD# 172194

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Austin M Smith · MANSFIELD, TX
Registration
CRD #6937398 · SCHULZ WEALTH, LTD. · 8 years registered
Brand Profile
Not yet started
01

Career History

SCHULZ WEALTH, LTD.
Aug 2018 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · August 6, 2018
Years registered · 8
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SCHULZ WEALTH, LTD.
CRD 172194 · SEC 801-113536
AUM
$321M
Regulatory assets under management
Employees
3
497 client accounts
Services offered by SCHULZ WEALTH, LTD.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SCHULZ WEALTH, LTD. →
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05

Frequently Asked Questions

What services does Austin M Smith offer?
Austin M Smith specializes in Financial Planning, Investment Management. Contact their office in MANSFIELD, Texas for a consultation.
What are Austin M Smith's credentials?
Austin M Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Austin M Smith located?
Austin M Smith is based in MANSFIELD, Texas, working with SCHULZ WEALTH, LTD.. Their office serves clients in the MANSFIELD metropolitan area and surrounding communities.
How does Austin M Smith charge for services?
Austin M Smith's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SCHULZ WEALTH, LTD.?
SCHULZ WEALTH, LTD. has approximately 3 employees and manages $321M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SCHULZ WEALTH, LTD.

Robert Rankin Schulz
MANSFIELD, TX
CFP

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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