SEC Form ADV

SCHULZ WEALTH, LTD.

Firm profile: Schulz Wealth — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserTX
$438.1M
Assets Under Management
3
Employees
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Registration Details

Accession
crd-172194
Location
MANSFIELD, TX
Filing Date
September 9, 2026
AUM
$438.1M
Institutional Clients
6
Employees
3
Amendment
No

Client Types

IndividualsHNW IndividualsPension Plans

About this Adviser

SCHULZ WEALTH, LTD. is a registered investment adviser headquartered in MANSFIELD, TX, managing approximately $438.1M in assets. This data is sourced from the SEC's EDGAR database via Form ADV.