Schulz Wealth, Ltd.
SEC RegisteredYour Path to Financial Success Starts Here
About the firm
Schulz Wealth specializes in serving business owners, offering tailored financial planning, investment management, and legacy planning. As independent fiduciaries, they do not sell products or earn commissions, focusing solely on client outcomes. The firm was founded by Rob Schulz to ensure families and business owners have proactive financial plans in place.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Assessment and Analysis (personal financial statements, estate and investment planning, tax strategy, cash flow analysis); Planning and Protection (business succession, buy/sell agreements, retirement income, insurance optimization, asset protection); Management and Monitoring (investment portfolio oversight, tax reviews, bill pay, financial reporting, ledger accounting); Lifetime Legacy (second-generation education, charitable and foundation planning, estate monitoring)
Who they serve
Business owners, presidents, executives, and their families navigating growth, transition, and legacy planning
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 66 | $23M |
| High Net Worth Individuals | 104 | $289M |
| Charitable Organizations | 6 | $127M |
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of February 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Schulz Wealth, Ltd. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched