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- Custodian
- Betterment · Charles Schwab & Company · Empower
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-30-2014
- Office Locations
- 1
Office Locations
About Schulz Wealth, Ltd.
Schulz Wealth is an independent fiduciary RIA focused on business owners, executives, and families navigating growth, transition, and legacy. The firm delivers a structured planning process spanning financial statements and cash flow analysis, estate and tax strategy review, business succession and buy/sell planning, retirement income, and insurance optimization. Ongoing service includes portfolio management, reporting/ledger accounting, and legacy/charitable planning, led by a CFA/CFP chief investment officer.
Team overview
Insights
Asset Classes
Client Personas
CRM
Investment Themes
Investment Vehicles
Services
Owner & Executives
ROBERT RANKIN SCHULZ
Chief Compliance Officer, President
- CRD
- #2664834
- Ownership
- 75% or more
Austin M Smith
Chief Investment Officer, VICE PRESIDENT
- CRD
- #6937398
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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Krystal Ann LaFollette
Financial Planning Associate
- CRD
- #8127729
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $311,515,187 | $512,361 |
| Non-Discretionary | $126,542,463 | $21,090,411 |
| Total | $438,057,650 | $713,449 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q4 2025
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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