Joshua Dietz

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2022 → 04/2026
  Texas Capital Bank Private Wealth Advisors
  Dallas, TX
• 12/2022 → 04/2026
  Texas Capital Bank
  Dallas, TX
• 12/2020 → 12/2022
  New York Life
  Addison, TX
• 12/2014 → 12/2020
  Psact, Llc
  Southlake, TX
• 09/2007 → 12/2020
  Dietz Law Firm, Pllc
  Southlake, TX
• 04/2026 → Present
  Charles Schwab & Co, Inc
  Westlake, TX
• 04/2026 → Present
  Schwab Wealth Advisory, Inc
  Westlake, TX
• 01/2019 → 08/2021
  University Of Nort Texas
  Denton, TX

Previous Registrations

• 2026-01-02 → 2026-02-23
  Texas Capital Bank Private Wealth Advisors
  Dallas, TX

Other Businesses

Farm and Ranch | Not investment related | Southlake, TX | Agriculture/ Forestry/ Fishing | Family | 1/1/2017 | Less than 20 hours per month, all outside of market hours | farm and ranch chores ECO Group, LLC | Investment Related | Southlake, TX | Holding Overriding Royalty Interests in mineral rights and receiving royalties from the production of the mineral rights. | President/owner | 3/1/2006 | no hours of work needed | Receiving royalty payments from the entities producing and selling the minerals, depositing the payments into the bank.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-11-20

Other Names

• Josh Dietz