SCHWAB WEALTH ADVISORY, INC.

211 Main Street
San Francisco, California 94105-1901
Tel: 415-667-7000

About SCHWAB WEALTH ADVISORY, INC.

SCHWAB WEALTH ADVISORY, INC, formally registered with the SEC as SCHWAB WEALTH ADVISORY, INC. The firm was established in 12/09/2011. They have over 68 offices throughout the country.

SCHWAB WEALTH ADVISORY, INC. is a San Francisco, California based Financial Planning firm with nearly $0 assets under management, offering retirement planning & investment advisory services to 0 clients. The firm is staffed with 941 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	159035
SEC#	801-72795
Assets Managed by Firm	$0
No. of Clients	0
No. of Advisors	941

Fee Structure

Other (SWA PROGRAM PAID BY WRAP SPONSOR PURSUANT TO COST PLAN FORMULA.)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM

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