Austin M Smith
Investment adviser representative at Schulz Wealth, Ltd.
26 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$438.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
26 years in the industry.
- Schulz Wealth, Ltd.Aug 2018 to now
- Shulz Wealth LtdMar 2018 to now
- Tcg AdvisorsJul 2017 to Mar 2018
- Intrust FiduciaryOct 2016 to Apr 2017
- South WesternAug 2000 to Aug 2017
Designations
- CFA
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (TX).
Schulz Wealth, Ltd.
$438.1MAssets managed
176Clients
3Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6937398
- Firm CRD
- 172194