SCHULZ WEALTH, LTD.

SCHULZ WEALTH, LTD. of MANSFIELD, TX is an SEC-registered investment adviser (CRD 172194). Regulatory assets under management: $438.1M.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (5)

NameRoleLocation
Robert Rankin SchulzCHIEF COMPLIANCE OFFICER AND PRESIDENT
Austin M SmithVICE PRESIDENT, CHIEF INVESTMENT OFFICER
SMITH BARRY MCHIEF INVESTMENT OFFICER
SCHULZ ROBERT RANKINCHIEF COMPLIANCE OFFICER AND PRESIDENT
SCHULZ MICHELLE SPIESSHAREHOLDER

Branch offices (4)

CityStateEmployeesPhone
IRVINGTX38174054014
FORT WORTHTX3817-405-4014
IRVINGTX38174054014
FORT WORTHTX3817-405-4014

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