Schulz Wealth, Ltd.

Schulz Wealth, Ltd. (CRD# 172194) is a financial advisory firm headquartered in Mansfield, TX. They manage $320,813,297 in 497 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1752 Broad Park Circle North, Suite 110, Mansfield, TX 76063
http://www.schulzwealth.com
By the Numbers
  • Total Assets Under Management
    321
    MILLION
  • Total Number of Accounts
    497
    ACCOUNTS
  • Average Account Value
    $645,500
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Schulz Wealth, Ltd.
Showing 1 - 3 of 3 top financial advisors.
1
Robert Schulz, financial advisor Mansfield TX
Robert R. Schulz
CRD#: 2664834
1752 Broad Park Circle North, Suite 110, Mansfield, TX 76063

Robert Schulz (CRD# 2664834) is an Investment Advisor Representative working at Schulz Wealth, Ltd. in Mansfield, TX and has over 28 years of experience in the finance industry.

2
Austin Smith, financial advisor Mansfield TX
Austin M. Smith
CRD#: 6937398
1752 Broad Park Circle North, Suite 110, Mansfield, TX 76063

Austin Smith (CRD# 6937398) is an Investment Advisor Representative working at Schulz Wealth, Ltd. in Mansfield, TX and has over 5 years of experience in the finance industry.

3
Jared Pestcoe, financial advisor Mansfield TX
Jared L. Pestcoe
CRD#: 6811900
1752 Broad Park Circle North, Suite 110, Mansfield, TX 76063

Jared Pestcoe (CRD# 6811900) is an Investment Advisor Representative working at Schulz Wealth, Ltd. in Mansfield, TX and has over 6 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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