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Schwab Wealth Advisory, Inc. CRD 159035
168,774 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-09-04 |
Branch Locations
11100 Ne 8Th St. Suite #300, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hcr Wealth Advisors | Los Angeles | CA | 03/2015 | 04/2021 |
| Whalen Wealth Management Inc Dba Whalen Financial | Las Vegas | NV | 04/2021 | 09/2023 |
| Fisher Investments | Camas | WA | 03/2024 | 06/2025 |
| Self-Employed And Private Investor | Las Vegas | NV | 09/2023 | 02/2024 |
| Schwab Wealth Advisory Inc | Bellevue | WA | 08/2025 | Present |
| Charles Schwab & Co., Inc. | Bellevue | WA | 08/2025 | Present |
1) The Richard Aschenbrenner Separate Property Irrevocable Trust Dated 12/31/2020 | Investment Related:Yes|Financial Services|Co-trustee|12/31/2020|Less than 20|0|Trust administration, collaborating with accountant to prepare and review tax return, making tax payments, calculating distributions, corresponding with the IRS as necessary. Choosing investments and handling the trading of them., 2) The Karen Aschenbrenner Separate Property Irrevocable Trust Dated 12/31/2020 | Investment Related:Yes|Financial Services|Co-trustee|12/31/2020|Less than 20|0|Trust administration, collaborating with accountant to prepare and review tax return, making tax payments, calculating distributions, corresponding with the IRS as necessary. Choosing investments and handling the trading of them.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-11-29 |
| S65 | Uniform Investment Adviser Law Examination | 2014-08-19 |
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