Schulz Wealth, Ltd.
- Regulatory AUM
- $438M
- Discretionary
- $312M
- Clients
- 176
- Avg AUM / client
- $2.5M
- Accounts
- 614
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of Feb 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 66 | $22.6M | 5.16% |
| High net worth individuals | 104 | $289M | 66.0% |
| Pension and profit sharing plans | 6 | $127M | 28.9% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Preferred Pump & Equipment Employee Stock Ownership Plan Ppe Genpar, Inc. | 2024 | |
| Sellmark Corporation 401(k) Plan Sellmark Corporation | 2024 | |
| Preferred Pump & Equipment, L.P. 401(k) Plan Preferred Pump & Equipment, L.P. | 2024 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Robert Rankin Schulz | Chief Compliance Officer And President | CFP | Sep 2014 (12y) | 75% or more |
| Austin M Smith | Chief Investment Officer | CFP CFA | Aug 2018 (8y) | 5% – 10% |
| Krystal Ann La Follette | Registered representative | Nov 2025 (1y) |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Preferred Pump & Equipment Employee Stock Ownership Plan | Ppe Genpar, Inc. | 554 | $328M | 01/01/2024 |
| Sellmark Corporation 401(k) Plan | Sellmark Corporation | 143 | $3.6M | 01/01/2024 |
| Preferred Pump & Equipment, L.P. 401(k) Plan | Preferred Pump & Equipment, L.P. | 680 | $77.4M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/25/2026 | 930 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $307M (70% of AUM) Feb 2026
- Empower Retirement $91.7M (21% of AUM) Feb 2026
- Mml Investors Services, Llc $46.8M (33% of AUM) Nov 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 25, 2026.
View current Form ADV (SEC/IAPD) ↗