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Spencer Page

Sofi Wealth LLC

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About Spencer Page

Spencer Page is a financial professional with over 4 years of experience in the financial services industry. Spencer is currently registered with SoFi Wealth LLC and is licensed in all 50 states. Spencer is a Series 7, Series 66, and Series 24 licensed financial advisor with expertise in financial planning and portfolio management. Before joining SoFi Wealth LLC, Spencer worked for Wells Fargo Clearing Services, LLC. Spencer has a strong commitment to providing personalized financial advice and helping clients achieve their financial goals.

Firm Information

Spencer Page is currently registered with Sofi Wealth LLC. 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.

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Spencer Page’s Registration & Firm History

UT

04/20/2021 - Present

Sofi Wealth LLC (Cottonwood Heights UT)

UT

07/21/2020 - 04/14/2021

WELLS FARGO CLEARING SERVICES, LLC (SALT LAKE CITY UT)

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Licenses & Designations

BOTH

Issued 08/18/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/17/2024

Series 24 - General Securities Principal Examination

BC

Issued 07/20/2020

Series 7TO - General Securities Representative Examination

BC

Issued 06/22/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Spencer Page.
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