SCHULZ WEALTH, LTD.

MANSFIELD, Texas·3 registered advisors·CRD# 172194
SEC# 801-1135361817-405-4014
01

Firm Overview

AUM
$321M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SCHULZ WEALTH, LTD.

3 registered advisors
Austin M Smith
MANSFIELD, Texas
Michelle Spies Schulz
MANSFIELD, Texas
Robert Rankin Schulz
MANSFIELD, Texas
05

Office Locations

MANSFIELD, Texas
3 advisors

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Data sourced from SEC Form ADV filings. SCHULZ WEALTH, LTD. (CRD# 172194) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.