{
  "crd_number": 172194,
  "slug": "schulz-wealth-ltd-mansfield-tx-172194",
  "primary_business_name": "SCHULZ WEALTH, LTD.",
  "legal_name": "SCHULZ WEALTH, LTD.",
  "dbas": [],
  "city": "Mansfield",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "19100",
  "metro": {
    "cbsa_code": "19100",
    "common_name": "Dallas",
    "msa_name": "Dallas-Fort Worth-Arlington, TX",
    "path": "/advisors/tx/dallas"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-07-05",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-09-09",
  "carried_forward": false,
  "raum_total": 438057650.0,
  "raum_discretionary": 311515187.0,
  "raum_non_discretionary": 126542463.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 22601829.0,
      "count": 66
    },
    "pension_profit_sharing": {
      "raum": 126542463.0,
      "count": 6
    },
    "high_net_worth_individuals": {
      "raum": 288913358.0,
      "count": 104
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "TX"
  ],
  "websites": [
    "https://facebook.com/robschulzcfp",
    "https://linkedin.com/company/schulz-wealth",
    "https://linkedin.com/in/austin-smith-cfa-245551108",
    "https://linkedin.com/in/robschulz",
    "https://schulzwealth.com",
    "https://schulzwealth.com/blog/priorities-and-lifestyle",
    "https://twitter.com/robschulztx",
    "https://youtube.com/c/SchulzWealthMansfield"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/172194",
  "city_as_filed": "MANSFIELD",
  "url": "https://advisorcensus.com/firm/schulz-wealth-ltd-mansfield-tx-172194",
  "display_name": "Schulz Wealth, Ltd.",
  "summary": "Schulz Wealth, Ltd. is an SEC-registered investment advisory firm in Mansfield, TX, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 9, 2026.",
  "citation": "AdvisorCensus. Schulz Wealth, Ltd. (CRD 172194): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Schulz Wealth, Ltd. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Schulz Wealth, Ltd. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Schulz Wealth, Ltd. located?",
      "a": "Schulz Wealth, Ltd.'s principal office is in Mansfield, TX, according to its Form ADV; the October 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Schulz Wealth, Ltd. registered with the SEC or a state?",
      "a": "Schulz Wealth, Ltd. is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 172194."
    },
    {
      "q": "How much does Schulz Wealth, Ltd. manage?",
      "a": "Schulz Wealth, Ltd. reports $438,057,650 in regulatory assets under management in its Form ADV filing dated September 9, 2026 (71% discretionary)."
    },
    {
      "q": "How have Schulz Wealth, Ltd.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Schulz Wealth, Ltd.: Regulatory assets under management: $166,951,565 in the October 2021 data and $438,057,650 in the October 2026 data, up 162%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Schulz Wealth, Ltd. serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (104); individuals (other than high net worth individuals) (66); pension and profit sharing plans (but not the plan participants or government pension plans) (6)."
    },
    {
      "q": "Which custodians does Schulz Wealth, Ltd. use?",
      "a": "Schulz Wealth, Ltd.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Empower Retirement, LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Schulz Wealth, Ltd. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/172194"
    },
    {
      "q": "Does Schulz Wealth, Ltd. state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated February 25, 2026 says: \"The Firm does not require a minimum initial investment to open an account. However, the Firm reserves the right to accept or decline a potential client for any reason in its sole discretion.\""
    },
    {
      "q": "What changed in Schulz Wealth, Ltd.'s recent Form ADV filings?",
      "a": "In the March 2026 filing data: Regulatory assets under management went from $363,182,937 to $438,057,650 (+21%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 166951565.0,
      "total_employees": 3,
      "filing_date": "2021-01-27"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 238260567.0,
      "total_employees": 4,
      "filing_date": "2022-03-17"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 228437204.0,
      "total_employees": 4,
      "filing_date": "2023-02-07"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 320813297.0,
      "total_employees": 3,
      "filing_date": "2024-06-14"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 363182937.0,
      "total_employees": 3,
      "filing_date": "2025-07-24"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 438057650.0,
      "total_employees": 3,
      "filing_date": "2026-09-09"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $363,182,937 to $438,057,650 (+21%)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Employees performing advisory functions went from 2 to 3."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 25, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "The Firm does not require a minimum initial investment to open an account. However, the Firm reserves the right to accept or decline a potential client for any reason in its sole discretion."
        ]
      }
    ],
    "quotes": [
      "The Firm does not require a minimum initial investment to open an account. However, the Firm reserves the right to accept or decline a potential client for any reason in its sole discretion."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Empower Retirement, LLC",
      "name_as_filed": "EMPOWER RETIREMENT, LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/schulz-wealth-ltd-mansfield-tx-172194.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 66,
      "fewer_than_5": false,
      "raum": 22601829.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 104,
      "fewer_than_5": false,
      "raum": 288913358.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 6,
      "fewer_than_5": false,
      "raum": 126542463.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/172194",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}