Schwab Wealth Advisory, Inc.

Overview

Schwab Wealth Advisory, Inc. is a corporation that provides financial planning and portfolio-management services to individuals, small businesses, and institutional clients. The firm is registered with the SEC and has been since 2011. Its advisory scope includes financial planning and both individual and institutional portfolio management, and it identifies as an active ESG investor. The firm maintains a range of industry affiliations — including relationships with broker-dealers, banking or thrift institutions, trust companies, insurance firms, and sponsors or managers of pooled investment vehicles — and it operates in connection with related adviser entities. It does not position itself as a capital allocator; instead, it appears to deploy third-party investment managers and product solutions on behalf of clients.

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