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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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-12-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full-Time Education | Glendale | AZ | 08/2015 | 05/2017 |
| Full-Time Education | Peoria | AZ | 08/2017 | 05/2021 |
| Kawaii Sushi And Asian Cuisine | Peoria | AZ | 10/2020 | 12/2020 |
| V's Taproom | Peoria | AZ | 04/2021 | 08/2021 |
| H2-Whoa! | Peoria | AZ | 04/2021 | 08/2021 |
| Full-Time Education | Glendale | AZ | 08/2021 | 05/2022 |
| Grit Marketing | Lindon | UT | 05/2022 | 08/2022 |
| Full-Time Education | Tempe | AZ | 08/2022 | 05/2025 |
| Grit Marketing | Lindon | UT | 04/2023 | 07/2023 |
| Mountainside Fitness | Scottsdale | AZ | 12/2023 | 05/2024 |
| Charles Scwhab & Co., Inc. | Phoenix | AZ | 06/2024 | 08/2024 |
| Charles Scwhab & Co., Inc. | Phoenix | AZ | 08/2025 | Present |
| Mountainside Fitness | Gilbert | AZ | 08/2024 | 05/2025 |
| Schwab Wealth Advisory, Inc. | Phoenix | AZ | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-25 |
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