Schulz Wealth, LTD.

$438.1MAssets under management
as of Sep 2026 · SEC Form ADV
Mansfield, TX
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Tech stack

No one at Schulz Wealth, LTD. has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Schulz Wealth, LTD.'s own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $229M held · filed Jun 2024
Empower
Per Form ADV · $66M held · filed Jun 2024