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Chief Compliance Officer and President · Schulz Wealth, LTD.

Robert R. Schulz

CRD 2664834 · Named on Form ADV at one SEC-registered adviser

At a glance

Schulz Wealth, LTD., an SEC-registered wealth manager based in Mansfield, TX with $438 million in regulatory assets, lists Robert R. Schulz on its Form ADV as Chief Compliance Officer and President, a control person.

Firms and roles

  • Schulz Wealth, LTD.Chief Compliance Officer and PresidentWealth manager · Mansfield, TX · $438M in regulatory assets

AtlasMembers

Robert’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Austin M SmithVice President, Chief Investment Officer, Schulz Wealth, LTD.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Robert’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.