SW
SCHULZ WEALTH, LTD.
SEC RegisteredMANSFIELD, TXhttps://schulzwealth.com817-405-4014
Assets Under Management
$100M–$500M
Employees
3
Office Locations
2 offices
Total Accounts
614
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthCharitable OrganizationsState/Municipal
Services
investment_managementtax_planninginsurancecharitable_givingcash_flow_planning
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 66 | $23M |
| High Net Worth Individuals | 104 | $289M |
| Charitable Organizations | 6 | $127M |
0 total clients reported on Form ADV.
Leadership
Robert Rankin Schulz
CHIEF COMPLIANCE OFFICER AND PRESIDENT
Office locations
2 offices in 1 state
TX
MANSFIELDHQ
TX
IRVING
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
CRD number
#172194
SEC Number
801-113536
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee
Data as of February 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
schulzwealth.comPhone
817-405-4014Find an advisor that fits
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Editorial disclosure
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.