Schwab Wealth Advisory, Inc.

Firm record

As recorded in SEC IAPD

Firm CRD

159035

SEC number

801-72795

Firm type

RIA

Assets under management

Not yet retrieved from the source record

Website

Not yet retrieved from the source record

Phone

415-667-7000

Address

425 Market Street, San Francisco, CA, 94105

Advisors at this firm

28 in our index · page 1 of 1

• Robert David BarthCRD 6620023 · Orlando, FL
  IA Registered
  Disclosure event(s) on record
• Thomas Robert BurtonCRD 1736241 · Indianapolis, IN
  IA RegisteredBroker
  Disclosure event(s) on record
• Jared Albert BishopCRD 8056895 · Chestnut Hill, MA
  IA Registered
• Francis Paul BrownCRD 8081803 · Tyson Corner, VA
  IA Registered
• Sarah F BurkeCRD 5039957 · Chesterfield, VA
  IA RegisteredRegistration inactive
• Kalyani ChandraCRD 8019168 · Fremont, CA
  IA Registered
• Jessica CreevyCRD 7963395 · Boulder, CO
  IA Registered
• Joshua DietzCRD 8199460 · Westlake, TX
  IA Registered
• Andrew Michael EvansCRD 6872218 · Phoenix, AZ
  IA Registered
• Paul Richard GreenCRD 1263908 · Indianapolis, IN
  IA RegisteredBroker
• Grace GaabucayanCRD 5342240 · Phoenix, AZ
  IA Registered
• Gerald Keith GeterCRD 6926596 · Atlanta, GA
  IA RegisteredBroker
  Disclosure event(s) on record
• Brijinder Singh GrewalCRD 7478770 · Newport Beach, CA
  IA Registered
• Krista HartwellCRD 7857707 · Redondo, CA
  IA Registered
• Brent Steven HultquistCRD 8084659 · Lone Tree, CO
  IA Registered
• Nehemiah Lavon JeffersonCRD 4331089 · Westlake, TX
  IA Registered
• Ammar Majeed MandhaiCRD 7479292 · Coto De Caza, CA
  IA Registered
• Gabriel Jose Masri AlvarezCRD 7807580 · Orlando, FL
  IA RegisteredBroker
• Glenn A PeroCRD 4219625 · Phoenix, AZ
  IA RegisteredBroker
• Chadwick Scott ProctorCRD 8221158 · Seattle, WA
  IA Registered
• Charles Fredric ReevesCRD 7651136 · Dallas, GA
  IA Registered
• Ellery SegebartCRD 6109510 · Phoenix, AZ
  IA RegisteredBroker
• Cameron Elias SmithCRD 7119526 · Westlake, TX
  IA RegisteredBroker
• Jennifer ThurswellCRD 8128352 · Chicago, IL
  IA Registered
• Bradley VialpandoCRD 7841823 · Radnor, PA
  IA Registered
• Brian J WainscoatCRD 7723147 · Lone Tree, CO
  IA Registered
• Adam Lee WittyCRD 8122608 · Orlando, FL
  IA RegisteredBroker
• John Mitchell WurzerCRD 2088171 · Parkville, MO
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.