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SCHULZ WEALTH, LTD.
1752 Broad Park Circle North
Suite 110
Mansfield, Texas 76063
Tel: 817-405-4014
About SCHULZ WEALTH, LTD.
SCHULZ WEALTH, LTD, formally registered with the SEC as SCHULZ WEALTH, LTD. The firm was established in 07/05/2018. They have over 2 offices throughout the country.
SCHULZ WEALTH, LTD. is a Mansfield, Texas based Financial Planning firm with nearly $320,813,297 assets under management, offering retirement planning & investment advisory services to 497 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 172194 |
| SEC# | 801-113536 |
| Assets Managed by Firm | $320,813,297 |
| No. of Clients | 497 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 497 | $320,813,297 |
| Individuals (other than high net worth individuals) | 71 | $24,444,045 |
| High net worth individuals | 86 | $204,939,144 |
| Pension and profit sharing plans | 6 | $90,785,007 |
| Corporations or other businesses | 1 | $645,101 |
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