SCHULZ WEALTH, LTD.
CRD #172194 SEC #801-113536 MANSFIELD, TX 817-405-4014
SEC Registered
Total AUM
$363.2M
Discretionary
$260.5M
Employees
4
Clients
101
Accounts
564
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $363.2M | $260.5M | $102.6M | 4 | 0 |
| Jul 2025 | $363.2M | $260.5M | $102.6M | 3 | 0 |
| Mar 2025 | $363.2M | $260.5M | $102.6M | 3 | 0 |
| Jun 2024 | $320.8M | $230M | $90.8M | 3 | 0 |
| Feb 2024 | $320.8M | $230M | $90.8M | 4 | 0 |
| Feb 2023 | $228.4M | $156.4M | $72M | 4 | 3 |
| Dec 2022 | $238.3M | $153.6M | $84.7M | 4 | 0 |
| Mar 2022 | $238.3M | $153.6M | $84.7M | 4 | 0 |
| Nov 2021 | $167M | $97.7M | $69.2M | 3 | 0 |
| Jan 2021 | $167M | $97.7M | $69.2M | 3 | 0 |
| Nov 2020 | $140.5M | $78.7M | $61.8M | 3 | 2 |
| Jun 2020 | $140.5M | $78.7M | $61.8M | 3 | 2 |
| Jun 2020 | $140.5M | $78.7M | $61.8M | 3 | 2 |
| Feb 2020 | $140.5M | $78.7M | $61.8M | 3 | 2 |
| May 2019 | $111.4M | $62.5M | $48.9M | 3 | 2 |
| Feb 2019 | $111.4M | $62.5M | $48.9M | 3 | 2 |
| Jun 2018 | $107.8M | $58.9M | $48.9M | 4 | 0 |
DateDec 2025
Total AUM$363.2M
Discretionary$260.5M
Non-Disc.$102.6M
Employees4
Clients0
DateJul 2025
Total AUM$363.2M
Discretionary$260.5M
Non-Disc.$102.6M
Employees3
Clients0
DateMar 2025
Total AUM$363.2M
Discretionary$260.5M
Non-Disc.$102.6M
Employees3
Clients0
DateJun 2024
Total AUM$320.8M
Discretionary$230M
Non-Disc.$90.8M
Employees3
Clients0
DateFeb 2024
Total AUM$320.8M
Discretionary$230M
Non-Disc.$90.8M
Employees4
Clients0
DateFeb 2023
Total AUM$228.4M
Discretionary$156.4M
Non-Disc.$72M
Employees4
Clients3
DateDec 2022
Total AUM$238.3M
Discretionary$153.6M
Non-Disc.$84.7M
Employees4
Clients0
DateMar 2022
Total AUM$238.3M
Discretionary$153.6M
Non-Disc.$84.7M
Employees4
Clients0
DateNov 2021
Total AUM$167M
Discretionary$97.7M
Non-Disc.$69.2M
Employees3
Clients0
DateJan 2021
Total AUM$167M
Discretionary$97.7M
Non-Disc.$69.2M
Employees3
Clients0
DateNov 2020
Total AUM$140.5M
Discretionary$78.7M
Non-Disc.$61.8M
Employees3
Clients2
DateJun 2020
Total AUM$140.5M
Discretionary$78.7M
Non-Disc.$61.8M
Employees3
Clients2
DateJun 2020
Total AUM$140.5M
Discretionary$78.7M
Non-Disc.$61.8M
Employees3
Clients2
DateFeb 2020
Total AUM$140.5M
Discretionary$78.7M
Non-Disc.$61.8M
Employees3
Clients2
DateMay 2019
Total AUM$111.4M
Discretionary$62.5M
Non-Disc.$48.9M
Employees3
Clients2
DateFeb 2019
Total AUM$111.4M
Discretionary$62.5M
Non-Disc.$48.9M
Employees3
Clients2
DateJun 2018
Total AUM$107.8M
Discretionary$58.9M
Non-Disc.$48.9M
Employees4
Clients0