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Building 2SCHULZ WEALTH, LTD.

Map pinMANSFIELD, TX
Phone817-405-4014
NotebookSEC #801-113536
Total AUM
$438.1M
Employees
3
Clients
176

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
560 N. WALNUT CREEK
SUITE 120
MANSFIELD
TX 76063
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
817-405-4014
Other Offices
2

ReceiptFinancials

Total AUM
$438.1M
Accounts
614
Discretionary
$311.5M
Accounts
608
Non-Discretionary
$126.5M
Accounts
6

ContactClients

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Individual Clients
66
AUM
$22.6M
HNW Individual Clients
104
AUM
$288.9M
Pension/Profit Sharing Plan Clients
6
AUM
$126.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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