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 registered investment adviser owned by an individual operator and registered with the SEC in 2018. The firm serves both high-net-worth individuals and families as well as institutional clients, acting as a capital allocator that combines public market investments with allocations to third‑party alternative managers. Compensation is charged via a mix of AUM-based fees and fixed fees. Core advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 65Active vs passive
$206M in ETFs
12%
$24.8M
78%
$182M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $41.7M | 938,592 | 20.23% |
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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