Schwab Wealth Advisory, Inc.

Company ID F12000001886 Status Active
Schwab Wealth Advisory, Inc. was incorporated as a Foreign For-profit Corporation on May 3, 2012, with its office address at 211 Main Street San Francisco, CA 94105. It is registered with the Delaware Division of Corporations and is authorized to conduct business in Florida. C T Corporation System serves as the registered agent. The company's leadership includes Huffman, Alyssa, Goethe, Adam and Thacker, F. Aubrey and three others. The company is currently active. It has been operating for 13 years, 3 months.
Contact
Mail Address
211 Main Street San Francisco, CA 94105
Email
Unreported
Telephone
Website
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Basic Information

Updated: 2025-07-24
Company Name
Schwab Wealth Advisory, Inc.
Company ID
F12000001886
Date of Registration
FEI/EIN Number
45-3147872
State
Delaware
Type
Foreign Profit Corporation
Office Address
211 Main Street San Francisco, CA 94105
Last Event
AMENDMENT AND NAME CHANGE
Date of Last Event
2022-06-30
Status
Active

Agent Information

Address: 1200 South Pine Island Road Plantation, FL 33324

Governing Persons

Title:
Chief Compliance Officer
Address: 211 Main Street San Francisco, CA 94105
Title:
Managing Director and Treasurer
Address: 211 Main Street San Francisco, CA 94105
Title:
Director
Address: 211 Main Street San Francisco, CA 94105
Title:
President
Address: 211 Main Street San Francisco, CA 94105
Title:
Director
Address: 211 Main Street San Francisco, CA 94105
Title:
Corporate Secretary
Address: 211 Main Street San Francisco, CA 94105

Latest Activity & Filing History

Latest Activity
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ANNUAL REPORT
2025-03-25
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ANNUAL REPORT
2024-04-05
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ANNUAL REPORT
2023-03-31
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Amendment and Name Change
2022-06-30
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ANNUAL REPORT
2022-04-01

Documents

Filling Date
2025-03-25
Download
Description
ANNUAL REPORT
Filling Date
2024-04-05
Download
Description
ANNUAL REPORT
Filling Date
2023-03-31
Download
Description
ANNUAL REPORT
Filling Date
2022-06-30
Download
Description
Amendment and Name Change
Filling Date
2022-04-01
Download
Description
ANNUAL REPORT
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