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, corporation-structured registered investment adviser that began SEC registration in 2018 and is owned by an individual. The firm positions itself as a capital allocator serving both individual and family clients as well as institutional accounts. Its advisory services include financial planning, discretionary and non-discretionary portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. Fee arrangements combine a percentage-of-AUM model with fixed fees. Schulz Wealth does not present itself as an active ESG investor and is not registered as a multi-state adviser.
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 59Active vs passive
$188M in ETFs
14%
$25.7M
78%
$162M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $42.3M | 953,100 | 22.51% |
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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