Schwab Wealth Advisory, Inc.
● SEC registered since 2011CRD 159035SEC# 801-72795San Francisco, CA
Reg. AUM
—
Employees
1,457
Accounts
—
Location
San Francisco, CA
Schwab Wealth Advisory, Inc. assets under management
Schwab Wealth Advisory, Inc. is a registered investment adviser overseen by the SEC based in San Francisco, CA. The firm has been registered since 2011. It employs 1,457 people.
Schwab Wealth Advisory, Inc. owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alyssa Johanna Huffman Control | Chief Compliance Officer | Under 5% | 2024 |
| Bryan Larry Olson Control | President | Under 5% | 2020 |
| Christy M Silvanic Control | Chief Financial Officer | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How many employees does Schwab Wealth Advisory, Inc. have?
Schwab Wealth Advisory, Inc. reports 1,457 employees.
Where is Schwab Wealth Advisory, Inc. located?
Schwab Wealth Advisory, Inc. is based in San Francisco, CA and has been SEC-registered since 2011.
Does Schwab Wealth Advisory, Inc. disclose fund performance?
Schwab Wealth Advisory, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 425 Market Street, 17th Floor, San Francisco, CA 94105 |
| Phone | 415-667-7000 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | Yes |
How this firm compares
EmployeesTop 1%
More than 99% of 16,825 advisers