SCHWAB WEALTH ADVISORY, INC.

SEC file number 801-72795 · SAN FRANCISCO, CA

https://schwab.com ↗ (name-match guess, not verified)

This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.

Regulatory AUM

—

Discretionary AUM

—

Employees

941

Clients

141801

Firm

Address: 211 MAIN STREET
SAN FRANCISCO, CA 94105-1901
Phone: —
Website: https://schwab.com
(name-match guess, not verified)
Disciplinary: Unknown — verify on SEC IAPD

Sources

Search SEC IAPD to verify this firm ↗
Last refreshed Apr 29, 2026

No Form D filings matched on issuer name. (Adviser GPs often file under a separately-named LP, so a missing match is normal.)