# SCHWAB WEALTH INVESTMENT ADVISORY, INC.

SCHWAB WEALTH INVESTMENT ADVISORY, INC. of SAN FRANCISCO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 173455
- Type: SEC-registered investment adviser
- SEC file number: 801-80497
- Location: 211 MAIN STREET, SAN FRANCISCO, CA, 94105
- Phone: 720-418-2667
- Latest filing: 2018-01-02
- Clients: 13

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| RHOADES JOSEPH SCOTT | CHIEF FINANCIAL OFFICER | — |
| DUDEN FREDERICK JOHN | PRESIDENT | — |
| MARTIN PHILIP ROGER | CHIEF COMPLIANCE OFFICER | — |
| CANADY MICHAEL WARREN | CHIEF FINANCIAL OFFICER | — |
| MCDANIEL TOBIN L | PRESIDENT | — |
| DOOHER ALISON PEARCY | CHIEF OPERATING OFFICER | — |
| BATES MARLENE MARIE-LAURE | CHIEF FINANCIAL OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/173455/brochure
- Similar advisers: https://search.stillhousedata.com/firm/173455/similar
- Related entities: https://search.stillhousedata.com/firm/173455/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/173455

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.