{"url":"https://nivawealth.com/firms/schulz-wealth-172194","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/172194","regulatoryAum":438057650,"crd":"172194","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"8127729","suffix":null,"lastName":"LaFollette","firstName":"Krystal","middleName":"Ann"},{"crd":"2664834","suffix":null,"lastName":"SCHULZ","firstName":"ROBERT","middleName":"RANKIN"},{"crd":"6937398","suffix":null,"lastName":"Smith","firstName":"Austin","middleName":"M"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-01-27","regulatoryAum":166951565,"clients":125,"employees":3,"offices":1},{"filedOn":"2022-03-17","regulatoryAum":238260567,"clients":162,"employees":4,"offices":1},{"filedOn":"2023-02-07","regulatoryAum":228437204,"clients":177,"employees":4,"offices":2},{"filedOn":"2024-06-14","regulatoryAum":320813297,"clients":164,"employees":3,"offices":2},{"filedOn":"2025-07-24","regulatoryAum":363182937,"clients":176,"employees":3,"offices":3},{"filedOn":"2026-09-09","regulatoryAum":438057650,"clients":176,"employees":3,"offices":3}],"secFileNumber":"801-113536","legalName":"Schulz Wealth, LTD.","displayName":"Schulz Wealth","slug":"schulz-wealth-172194","website":"https://schulzwealth.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/172194/3f1da654e519c967-r1.webp","tone":"light","width":937,"height":200,"sourceUrl":"https://schulzwealth.com/","sourceLabel":"Schulz Wealth, Ltd., website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/schulz-wealth/","xUrl":"https://twitter.com/robschulztx","founded":null,"organization":"Texas corporation","fiscalYearEnd":"December","headquarters":{"street":"560 N. 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They include 104 high-net-worth individuals, 66 individual clients, and 6 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 9 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Schulz Wealth offer?","answer":"Schulz Wealth provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Schulz Wealth charge?","answer":"Schulz Wealth charges 0.55%–1.35% a year for its Comprehensive Wealth Planning (at Schwab). The fee is billed in advance and is negotiable.","source":"SWL ADV PART 2A AMENDMENT V.09.09.26, filed 9 September 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Schulz Wealth use?","answer":"Schulz Wealth’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $307M and Empower Retirement, LLC (Greenwood Village, CO), with $91.7M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Schulz Wealth have?","answer":"Schulz Wealth has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Schulz Wealth invest in?","answer":"At the end of its last fiscal year, Schulz Wealth’s separately managed accounts held 92% registered funds (mutual funds, ETFs, BDCs), 4% exchange-traded equities, 2% derivatives, 1% investment grade corporate bonds and 1% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Schulz Wealth?","answer":"Schulz Wealth’s direct owners are Robert Schulz (75% or more) and Austin Smith (25% to 50%).","source":"Form ADV Part 1A, Schedules A and B, filed 9 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Schulz Wealth get paid?","answer":"Schulz Wealth is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Schulz Wealth?","answer":"Schulz Wealth’s main office is at 560 N. Walnut Creek, Suite 120, Mansfield, TX 76063. Its phone number is 817-405-4014. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}