# SCHULZ WEALTH, LTD.

SCHULZ WEALTH, LTD. of MANSFIELD, TX is an SEC-registered investment adviser.

## Registration

- CRD: 172194
- Type: SEC-registered investment adviser
- SEC file number: 801-113536
- Location: 560 N. WALNUT CREEK, SUITE 120, MANSFIELD, TX, 76063
- Phone: 817-405-4014
- Latest filing: 2026-02-25
- Regulatory AUM: $438.1M
- Discretionary AUM: $311.5M
- Non-discretionary AUM: $126.5M
- Clients: 3
- Accounts: 614

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Robert Rankin Schulz | CHIEF COMPLIANCE OFFICER AND PRESIDENT | — |
| Austin M Smith | VICE PRESIDENT, CHIEF INVESTMENT OFFICER | — |
| SMITH BARRY M | CHIEF INVESTMENT OFFICER | — |
| SCHULZ ROBERT RANKIN | CHIEF COMPLIANCE OFFICER AND PRESIDENT | — |
| SCHULZ MICHELLE SPIES | SHAREHOLDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/172194/brochure
- Similar advisers: https://search.stillhousedata.com/firm/172194/similar
- Related entities: https://search.stillhousedata.com/firm/172194/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/172194

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.