# Schulz Wealth, Ltd.

> 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.

- CRD: 172194
- Filed as: SCHULZ WEALTH, LTD.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Mansfield, TX
- Filing period: October 2026
- Form ADV filing dated: September 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/172194
- AdvisorCensus page: https://advisorcensus.com/firm/schulz-wealth-ltd-mansfield-tx-172194

## Quick answers

**How is Schulz Wealth, Ltd. compensated?**
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).

**Where is Schulz Wealth, Ltd. located?**
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).

**Is Schulz Wealth, Ltd. registered with the SEC or a state?**
Schulz Wealth, Ltd. is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 172194.

**How much does Schulz Wealth, Ltd. manage?**
Schulz Wealth, Ltd. reports $438,057,650 in regulatory assets under management in its Form ADV filing dated September 9, 2026 (71% discretionary).

**How have Schulz Wealth, Ltd.'s assets and staff changed since 2021?**
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.

**What types of clients does Schulz Wealth, Ltd. serve?**
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).

**Which custodians does Schulz Wealth, Ltd. use?**
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.

**Does Schulz Wealth, Ltd. report any disciplinary disclosures?**
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

**Does Schulz Wealth, Ltd. state an account minimum?**
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."

**What changed in Schulz Wealth, Ltd.'s recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $363,182,937 to $438,057,650 (+21%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 25, 2026)

- Account minimum: None (the brochure says it may be waived or negotiated)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Empower Retirement, LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $438,057,650
- Discretionary: $311,515,187
- Non-discretionary: $126,542,463

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 66 | $22,601,829 |
| High net worth individuals | 104 | $288,913,358 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $126,542,463 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2018 (8 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Fort Worth, TX
- Irving, TX

### Websites listed on Form ADV (Item 1.I)
- schulzwealth.com
- schulzwealth.com/blog/priorities-and-lifestyle
- Facebook @robschulzcfp
- LinkedIn @schulz-wealth
- LinkedIn @austin-smith-cfa-245551108
- LinkedIn @robschulz
- X @robschulztx
- YouTube @SchulzWealthMansfield

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $166,951,565 | 3 | January 27, 2021 |
| October 2022 | $238,260,567 | 4 | March 17, 2022 |
| October 2023 | $228,437,204 | 4 | February 7, 2023 |
| October 2024 | $320,813,297 | 3 | June 14, 2024 |
| October 2025 | $363,182,937 | 3 | July 24, 2025 |
| October 2026 | $438,057,650 | 3 | September 9, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $363,182,937 to $438,057,650 (+21%).

### January 2026
- Employees performing advisory functions went from 2 to 3.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Schulz Wealth, Ltd. (CRD 172194): Form ADV filing data as of October 2026.