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SCHULZ WEALTH, LTD.

MANSFIELD, TX · CRD 172194 · IAPD ↗ · schulzwealth.com · 817-405-4014

$438.1MRegulatory AUM
3Advisory reps
3Employees
0Clients
101-250Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
August 2025 — SCHULZ WEALTH, LTD. added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
66
February 2024 — SCHULZ WEALTH, LTD. reported RAUM up 40% ($228.4M -> $320.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.