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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 |
|---|---|---|---|
| CO | RA | APPROVED | 2026-02-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Lone Tree | CO | 10/2022 | Present |
| Unemployed | Denver | CO | 06/2022 | 10/2022 |
| Wonolo | Beaverton | OR | 09/2021 | 06/2022 |
| Homemaker | Denver | CO | 08/2020 | 09/2021 |
| Amazon | Denver | CO | 11/2019 | 08/2020 |
| Angel Touch Cleaning Company | Denver | CO | 08/2019 | 11/2019 |
| Unemployed | Denver | CO | 01/2019 | 08/2019 |
| Mam Foods Llc | Dubai | 07/2014 | 01/2019 | |
| Schwab Wealth Advisory, Inc. | Lone Tree | CO | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-04 |
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