Investment adviser · CRD 173455

SCHWAB WEALTH INVESTMENT ADVISORY, INC.

Investment adviser filing (IA)

SAN FRANCISCO, CA, United States · Form ADV filed Jan 2, 2018

Employees
13
Reported in this filing
Advisory professionals
5
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: Jan 2, 2018. View historical filings

Reported services

Not reported in these imported fields

Compensation

Percentage of assets

Principal office

211 MAIN STREET
SAN FRANCISCO, CA, 94105, United States

CRD 173455

Filing source

Form ADV 1146308 · Jan 2, 2018 · 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.