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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 | 2026-08-11 |
Branch Locations
11100 Ne 8Th St. Suite#300 , Bellevue, WA 98004 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Twiddle Games, Llc | Seattle | WA | 09/2012 | 01/2018 |
| Charles Schwab & Co., Inc. | Seattle | WA | 09/2016 | 09/2021 |
| Charles Schwab Bank | Seattle | WA | 09/2016 | 09/2021 |
| Self-Employed | Wheelie Pop Brewing | Seattle | WA | 10/2021 | 06/2026 |
| Schwab Wealth Advisory, Inc. | Bellevue | WA | 08/2026 | Present |
| Charles Schwab & Co., Inc. | Bellevue | WA | 08/2026 | Present |
WHEELIE POP BREWING | NOT INVESTMENT RELATED | SEATTLE, WASHINGTON | START DATE 02/08/2018 | CO-FOUNDER | BEER BREWING | LESS THAN 20 HOURS PER MONTH | 0 HOUR DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-02 |
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