SCHWAB WEALTH ADVISORY, INC.

SAN FRANCISCO, California·8 registered advisors·CRD# 159035
SEC# 801-7279567415-667-7000
01

Firm Overview

AUM
—
Regulatory assets under management
Employees
941
Total firm employees
Advisors
8
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.

8 registered advisors
Alyssa Johanna Huffman
SAN FRANCISCO, California
Bryan Larry Olson
SAN FRANCISCO, California
CFA
Franklin Aubrey Thacker
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
Steven James Hall
SAN FRANCISCO, California
05

Office Locations

SAN FRANCISCO, California
8 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.