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Sofi Wealth LLC

Headquartered in SAN FRANCISCO, CA

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Firm Information

Sofi Wealth LLC is a San Francisco, California-based registered investment advisor with over $1.36 billion in assets under management. The firm provides financial planning, educational seminars, and portfolio management services to individuals, including high-net-worth individuals. Sofi Wealth LLC also offers a wrap fee program and publishes periodicals. The firm has 70 investment advisor representatives and 4 licensed agents.

Sofi Wealth LLC

234 1ST STREET

SAN FRANCISCO, CA 94105

$1.37B

Assets Under Management

6,000

Total Clients

65

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (17)

SOFI WEALTH LLC has a total of 17 branch locations across the country.
location

Mt Pleasant, SC

location

Swedesboro, NJ

location

Cottonwood Heights, UT

location

Windham, ME

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Jacksonville, FL

location

Charlotte, NC

location

Salt Lake City, UT

location

SAN FRANCISCO, CA

location

Feasterville Trevose, PA

location

New York, NY

location

Missouri City, TX

location

Downingtown, PA

location

Prosper, TX

location

Caledonia, MI

location

Aston, PA

location

Philadelphia, PA

location

Claymont, DE

Advisors at Sofi Wealth LLC

View All 65 Advisors
Unclaimed
Melinda Guadalupe Cao

RA

SAN FRANCISCO, CA

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Jared S Butler

RA

SAN FRANCISCO, CA

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Joshua J Hendricks

RA

Salt Lake City, UT

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Unclaimed
Ahmed Elsayed

RA

SAN FRANCISCO, CA

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Unclaimed
Cody James

RA

SAN FRANCISCO, CA

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Unclaimed
Shad Hathaway

RA

Cottonwood Heights, UT

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Unclaimed
Ryan B Smith

RA

SAN FRANCISCO, CA

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Unclaimed
Christopher Matthew Patzelt-russo

RA

New York, NY

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Disclosures

There are no public disclosures for Sofi Wealth LLC.

Frequently Asked Questions (8)

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