LP Profile

Schulz Wealth

Also known as schulz wealth

Wealth ManagerMansfield, United StatesFounded 2014
$238M
Assets Under Management
Mansfield
Headquarters
Investment Focus

About Schulz Wealth

Schulz Wealth is a wealth manager based in Mansfield, US. Founded in 2014. Reported AUM: 238 USD millions.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Schulz Wealth from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$438.1M
Total Clients
614
Filing Date
February 25, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
Signal Feed

Recent Filings

Public filings matched to Schulz Wealth across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

Explore

Explore similar limited partners

Browse more wealth managers and other institutional investors by location and type in the LPbacked limited-partner database.

FAQ

Frequently asked questions

What type of investor is Schulz Wealth?

Schulz Wealth is a wealth manager based in Mansfield, United States, managing approximately $238M in assets.

Where is Schulz Wealth headquartered?

Schulz Wealth is headquartered in Mansfield, United States.

How much does Schulz Wealth manage?

Schulz Wealth manages approximately $238M in assets under management.

When was Schulz Wealth founded?

Schulz Wealth was founded in 2014.

How can I contact Schulz Wealth?

Verified contact details, key decision-makers, and investment preferences for Schulz Wealth are available on LPbacked. Create a free account to access them.