SCHWAB WEALTH ADVISORY, INC.

SAN FRANCISCO, California·12 registered advisors·CRD# 159035
SEC# 801-7279567415-667-7000
01

Firm Overview

AUM
—
Regulatory assets under management
Employees
941
Total firm employees
Advisors
12
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Other: SWA PROGRAM PAID BY WRAP SPONSOR PURSUANT TO COST PLAN FORMULA.
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at SCHWAB WEALTH ADVISORY, INC.

12 registered advisors
Alyssa Johanna Huffman
SAN FRANCISCO, California
Bryan Larry Olson
SAN FRANCISCO, California
Franklin Aubrey Thacker
SAN FRANCISCO, California
James Brendon Wanebo
SAN FRANCISCO, California
Jeffrey Warren Morley
SAN FRANCISCO, California
Joseph Scott Rhoades
SAN FRANCISCO, California
Kristen Cleo Waldron
SAN FRANCISCO, California
Marlene Bates
SAN FRANCISCO, California
Mary Hartman Rosai
SAN FRANCISCO, California
Robert K (mi Only) Innes
SAN FRANCISCO, California
Stacy A Niedermeier
SAN FRANCISCO, California
Steven James Hall
SAN FRANCISCO, California
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Office Locations

SAN FRANCISCO, California
12 advisors

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Data sourced from SEC Form ADV filings. SCHWAB WEALTH ADVISORY, INC. (CRD# 159035) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.