Schwab Wealth Advisory, Inc.
Schwab Wealth Advisory, Inc. is an SEC-registered wealth manager in Lone Tree, CO with an unreported amount of assets under management (AUM, regulatory AUM), -999% over one year. See who owns Schwab Wealth Advisory, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 159035, SEC 801-72795, data through 2026-06-29.
- AUM (assets under management / regulatory AUM)
- Not reported (2026-06-29)
- Firm type
- Wealth Manager
- Location
- Lone Tree, CO
- Employees
- 1,457
- Clients
- 114,415
- CRD
- 159035
- Ownership
- RHOADES, JOSEPH, SCOTT; ARMELI, BARBARA, JEAN; INNES, ROBERT, K; SCHWAB HOLDINGS, INC.; THE CHARLES SCHWAB CORPORATION
How much AUM does Schwab Wealth Advisory, Inc. have?
Schwab Wealth Advisory, Inc. reported an unreported amount of in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-29).
Who owns Schwab Wealth Advisory, Inc.?
Disclosed owners and executives of Schwab Wealth Advisory, Inc. include RHOADES, JOSEPH, SCOTT, ARMELI, BARBARA, JEAN, INNES, ROBERT, K, SCHWAB HOLDINGS, INC., THE CHARLES SCHWAB CORPORATION. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.