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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-08 |
| CO | RA | APPROVED | 2026-04-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Taylor Morrison Homes | Englewood | CO | 03/2019 | 08/2023 |
| Lokal Homes | Englewood | CO | 01/2017 | 03/2019 |
| Calatlantic Homes | Englewood | CO | 11/2014 | 09/2017 |
| Charles Schwab & Co., Inc. | Lone Tree | CO | 09/2023 | Present |
| Schwab Wealth Advisory, Inc. | Lone Tree | CO | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-11 |
| S63 | Uniform Securities Agent State Law Examination | 2023-06-30 |
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