Schwab Wealth Advisory, Inc.

Overview

Schwab Wealth Advisory, Inc. is an SEC registered investment adviser based in San Francisco, CA, registered since 2011. It has 1,655 investment adviser representatives.

Employees

1,457

Advisory reps

1,655

Registered since

2011

Jurisdictions

53

As reported in the firm's June 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients

Fee structure

Other Fees. Sponsors a wrap fee program.

Executive officers 3 of 5

• Bryan Larry Olson President CRD 2804409
• Alyssa Johanna Huffman Chief Compliance Officer CRD 6272718
• Christy M Silvanic Chief Financial Officer CRD 2839384

2 more executive officers, with direct contact details

Advisory reps 3 of 1,655

• Jason I Abar Insurance Agent · Registered Rep · Investment Adviser Rep CRD 3077330
• Joseph A Abbott Registered Rep · Investment Adviser Rep CRD 6525841
• Michael R Abbott Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2265858

1,652 more advisory reps, with emails, phones and branch locations

Location

Headquarters

425 Market St Fl 17
San Francisco, CA 94105

County

San Francisco

Metro area

San Francisco-Oakland-Berkeley, CA

Region

West

Registrations

• SEC registered
• Registered in 53 jurisdictions

Every state, with registration dates

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