| Name | Title | Ownership | Since |
|---|---|---|---|
| Alyssa Johanna Huffman Control | Chief Compliance Officer | Under 5% | 2024 |
| Bryan Larry Olson Control | President | Under 5% | 2020 |
| Christy M Silvanic Control | Chief Financial Officer | Under 5% | 2025 |
Schwab Wealth Advisory, Inc. reports 1,042 employees.
Schwab Wealth Advisory, Inc. is based in San Francisco, CA and has been SEC-registered since 2011.
Schwab Wealth Advisory, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 211 Main Street, 17th Floor, San Francisco, CA 94105-1901 |
| Phone | 415-667-7000 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | Yes |