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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 10, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SCHULZ, ROBERT, RANKIN | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | E | Control |
| SCHULZ, ROBERT, RANKIN | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | E | Control |
| SCHULZ, ROBERT, RANKIN | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | E | Control |
| SCHULZ, ROBERT, RANKIN | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | E | Control |
| SCHULZ, ROBERT, RANKIN | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | E | Control |
| SCHULZ, ROBERT, RANKIN | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | E | Control |
| SCHULZ, ROBERT, RANKIN | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | E | Control |
| SCHULZ, ROBERT, RANKIN | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | E | Control |
| SCHULZ, ROBERT, RANKIN | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | E | Control |
| SCHULZ, ROBERT, RANKIN | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | E | Control |
| SCHULZ, ROBERT, RANKIN | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | E | Control |
| SCHULZ, MICHELLE, SPIES | I | SHAREHOLDER | D | Control |
| SCHULZ, MICHELLE, SPIES | I | SHAREHOLDER | D | Control |
| SCHULZ, MICHELLE, SPIES | I | SHAREHOLDER | D | Control |
| SCHULZ, MICHELLE, SPIES | I | SHAREHOLDER | D | Control |
| SCHULZ, MICHELLE, SPIES | I | SHAREHOLDER | D | Control |
| SCHULZ, MICHELLE, SPIES | I | SHAREHOLDER | D | Control |
| SCHULZ, MICHELLE, SPIES | I | SHAREHOLDER | D | Control |
| SCHULZ, ROBERT, RANKIN | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | D | Control |
| SCHULZ, ROBERT, RANKIN | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | D | Control |
| SCHULZ, ROBERT, RANKIN | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | D | Control |
| SCHULZ, ROBERT, RANKIN | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | D | Control |
| SCHULZ, ROBERT, RANKIN | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | D | Control |
| SCHULZ, ROBERT, RANKIN | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | D | Control |
| SCHULZ, ROBERT, RANKIN | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | D | Control |
| Smith, Austin, M | I | VICE PRESIDENT, CHIEF INVESTMENT OFFICER | B | |
| Smith, Austin, M | I | VICE PRESIDENT, CHIEF INVESTMENT OFFICER | B | |
| Smith, Austin, M | I | VICE PRESIDENT, CHIEF INVESTMENT OFFICER | B | |
| Smith, Austin, M | I | CHIEF INVESTMENT OFFICER | A | |
| Smith, Austin, M | I | CHIEF INVESTMENT OFFICER | A | |
| Smith, Austin, M | I | CHIEF INVESTMENT OFFICER | A | |
| Smith, Austin, M | I | CHIEF INVESTMENT OFFICER | A | |
| Smith, Austin, M | I | CHIEF INVESTMENT OFFICER | A | |
| Smith, Austin, M | I | CHIEF INVESTMENT OFFICER | A | |
| Smith, Austin, M | I | CHIEF INVESTMENT OFFICER | A | |
| Smith, Austin, M | I | CHIEF INVESTMENT OFFICER | A |
Registrations
Federal
IA
Dec 10, 2025 REGISTERED
Notice Filings (1)
TX
Address
560 N. WALNUT CREEKSUITE 120
MANSFIELD, TX 76063
United States
Phone: 817-405-4014