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

614

Total Clients

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Registration Details

Accession: CRD-172194
Location: MANSFIELD, TX
Filing Date: February 25, 2026
AUM: $438.1M
Total Clients: 614
Amendment: No
SEC EDGAR: View original filing →

About this Adviser

SCHULZ WEALTH, LTD. is a registered investment adviser headquartered in MANSFIELD, TX, managing approximately $438.1M in assets across 614 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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