Joshua Dietz
Investment adviser representative at Schwab Wealth Advisory, Inc.
19 yearsExperience
1 stateRegistered in
$0Firm assets
14 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Schwab Wealth Advisory, Inc.Apr 2026 to now
- Charles Schwab & Co, IncApr 2026 to now
- Texas Capital BankDec 2022 to Apr 2026
- Texas Capital Bank Private Wealth AdvisorsDec 2022 to Apr 2026
- New York LifeDec 2020 to Dec 2022
- University of Nort TexasJan 2019 to Aug 2021
- Psact, LLCDec 2014 to Dec 2020
- Dietz Law Firm, PllcSep 2007 to Dec 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
Schwab Wealth Advisory, Inc.
$0Assets managed
0Clients
1,680Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8199460
- Firm CRD
- 159035