When you type "Steve Schultz net worth" into a search bar, you’re basically walking into a hall of mirrors. Honestly, the internet is kind of a mess when it comes to this name. Why? Because there isn't just one "Steve Schultz" making waves in the financial world. You've got high-level wealth advisors in Phoenix, real estate moguls in New York, and even the guy who founded Nékter Juice Bar (though he spells it Schulze).
If you're looking for the Starbucks guy, that’s Howard. He’s the billionaire. If you're looking for the man managing billions for other people, you’re looking for Steven L. Schultz of UBS.
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Let's clear the air and look at the actual numbers behind the most prominent Steve Schultzes of 2026.
The Wealth Management Powerhouse: Steven L. Schultz
Most people searching for this name are actually landing on the profile of a man who doesn't necessarily flash his own bank account, but he certainly knows where the bodies—and the gold—are buried. We're talking about Steven L. Schultz, the Managing Director at UBS Wealth Management in Phoenix, Arizona.
He’s the head of The Schultz Group.
As of early 2026, his team manages roughly $2.7 billion in assets. That is a staggering amount of capital. Now, does that mean his personal net worth is $2.7 billion? No. Absolutely not. That’s a common mistake people make when reading Forbes lists. He is an advisor, a gatekeeper.
However, being a top-tier advisor for over 40 years carries significant weight. His team has been ranked #1 in Arizona. Typically, a partner at this level in a firm like UBS pulls in millions annually through fee-based structures and performance. While his exact personal "vault" isn't public record, industry benchmarks for advisors managing billions suggest a personal net worth easily in the $15 million to $30 million range, depending on his equity stake and personal investments.
He isn't buying Twitter, but he’s certainly not checking the price of eggs at the grocery store.
The Real Estate Factor
Then there's the other Steven Schultz. This one is a legend in the commercial real estate world, specifically at Newmark (and formerly Helix Partners). If you’ve ever looked at a massive glass tower in Manhattan and wondered who brokered the deal, there’s a decent chance this guy was in the room.
He has developed and negotiated deals totaling over eight million square feet. The trade value? Over $8 billion.
In the world of commercial brokerage, commissions are king. A fraction of a percentage on an $8 billion portfolio is enough to build a massive personal fortune. This Steve Schultz likely holds a net worth that rivals or exceeds the wealth advisors, simply because of the sheer scale of New York real estate transactions.
Why the Confusion Happens
The "Schultz" name is heavy.
- Howard Schultz: The Starbucks titan. Net worth: ~$3.5 billion.
- Steve Schulze: CEO of Nékter Juice Bar. His company does over $100 million in annual sales.
- Steven Schultz (UBS): Manages $2.7 billion.
It’s easy to see why the data gets muddy. You’ve got people searching for "Steve Schultz" expecting to see a billionaire, but they’re actually finding the guys who make people billionaires or the guys who sell them $9 cold-pressed juices.
What Really Matters for the Bottom Line
If we're looking at the "wealth advisor" Steve Schultz, his net worth is tied to the longevity of his relationships. His team at UBS handles households with a typical net worth of $1 million to $10 million.
He’s been in the game since 1981. Think about that for a second. He’s seen the 1987 crash, the dot-com bubble, the 2008 housing crisis, and the post-pandemic volatility. You don't survive 45 years in wealth management without being incredibly good at preserving capital.
His son, Stockton Schultz, is also part of the group. This indicates a "dynasty" model of wealth. They aren't just earning a salary; they are building a firm that has its own enterprise value. If they were to sell their "book of business," it would be worth tens of millions on its own.
A Quick Reality Check on the Numbers
People love big numbers. They see "$2.7 Billion" on a Forbes Wealth Management Team list and think that’s the guy's net worth.
It’s not.
But here is the breakdown of what someone at that level actually makes:
- Assets Under Management (AUM): $2.7 billion.
- Typical Fee: ~0.5% to 1% (shared with the firm).
- Annual Team Revenue: Likely between $13 million and $20 million.
- Personal Take-home: After the firm's cut and expenses, a lead partner might pocket $2M-$5M a year.
Over 40 years, with smart personal investing (and you’d hope a wealth advisor is good at that), you end up with a very comfortable life.
How to Track This Moving Forward
If you're trying to keep tabs on Steve Schultz net worth, stop looking at "celebrity" trackers. They are almost always wrong. Instead, look at the SEC filings for the companies they represent or the AUM (Assets Under Management) growth of their specific teams.
The real wealth isn't in a stagnant bank account. It’s in the "trade value" of the deals they broker and the "managed assets" they oversee.
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For the real estate Steve, watch the New York commercial market. If it stays soft, his "worth" is in his existing holdings. If it booms, he’s printing money. For the UBS Steve, watch the Forbes "Best-in-State" rankings. As long as he stays at the top of Arizona, his personal valuation continues to climb.
To get a true sense of this level of wealth, you should research the difference between "Assets Under Management" and "Personal Net Worth." Understanding how fee-based wealth management works will give you a much clearer picture of how these "hidden" millionaires actually build their fortunes. You might also find it useful to look up the "Barron's Top 1,200" list, where Steve has been a regular fixture for years.