SCHWAB WEALTH ADVISORY, INC.

CRD 159035 · SEC 801-72795

425 MARKET STREET, 17TH FLOOR, SAN FRANCISCO, CA, 94105, United States

Phone

415-667-7000

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

—

Discretionary AUM

—

Team

1457 total employees; 1375 advisory reps; 168774 broker-dealer reps

Clients

More than 500

Fees

SWA PROGRAM PAID BY WRAP SPONSOR PURSUANT TO COST PLAN FORMULA.

Org form

Corporation

Filing date

2026-05-18

Disciplinary history

Yes

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD

Official SEC filing: View on IAPD