Investment adviser · CRD 159035

SCHWAB WEALTH ADVISORY, INC.

Investment adviser filing (IA)

SAN FRANCISCO, CA, United States · Form ADV filed Jun 29, 2026

Employees
1,457
Reported in this filing
Advisory professionals
1,375
Investment advisory functions

Not available in this filing: Regulatory AUM, Client accounts.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jun 29, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management

Compensation

Not reported in these imported fields

Principal office

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

CRD 159035

Filing source

Form ADV 2115485 · Jun 29, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.