MANSFIELD, TXCRD 172194Latest ADV February 25, 2026
Schulz Wealth, Ltd. is an SEC registered investment adviser organized as a corporation with a primary office location in Mansfield, TX. Its latest Form ADV filing, dated February 25, 2026, reports $438M in regulatory assets under management, 3 employees, 2 offices, and 614 accounts.
Assets Under Management
$438M
Employees
3
Offices
2 offices
Total Clients
176
Primary office
MANSFIELD, TX
560 N. WALNUT CREEK, SUITE 120, MANSFIELD, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 59.1% of total clients.
Top client categories% of clientsClients
1
HNWI
59.1%
104
2
Individuals
37.5%
66
3
Pension Plans
3.4%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$438Mas of February 25, 2026
Discretionary71.1%
$312M
71% of total RAUM71.1%
Non-discretionary28.9%
$127M
29% of total RAUM28.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$438M
Total Accounts614
10Y AUM Change+$330M (+306.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee59:1
10Y Employee Change-1 (-25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.