Schulz Wealth, LTD. - Investment Advisers

About Schulz Wealth, LTD.

Schulz Wealth, LTD. is an investment adviser based in Mansfield, Texas, listed among US investment advisers in the registry. The firm reports regulatory assets under management of $438.06 million and three employees. It describes itself as an independent, fee-only advisory firm that focuses on business owners, executives, and their families. The firm was founded by Rob Schulz, whose father died as a business owner without a financial plan. Its work covers business transitions, investment strategy, estate planning, and legacy building. Its services fall into four groups: assessment of a client's current finances, planning and protection measures such as succession and buy/sell agreements, ongoing portfolio management and reporting, and lifetime legacy planning that includes charitable giving and second-generation education. The listed team includes professionals holding CFP and CFA designations. The firm is also included among investment advisers in Texas in this directory. --- Note: Only two link slots were provided, so the text includes both. The requested minimum of three could not be met.

Key Facts

Assets Under Management

$438.06M

Employees

3

SEC File Number

801-113536