Sofi Wealth LLC

Sofi Wealth LLC (CRD# 167958) is a financial advisory firm headquartered in San Francisco, CA. They manage $3,000,000 in 1,525 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    1,525
    ACCOUNTS
  • Average Account Value
    $1,967
Compensation Options
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Sofi Wealth LLC
Showing 1 - 10 of 13 top financial advisors.
1
Shawn T. Crouse
CRD#: 2634807
One Letterman Drive Building C, Building A, Suite 4700, San Francisco, CA 94129
93
Wealthminder
score

Shawn Crouse (CRD# 2634807) is an Investment Advisor Representative working at Sofi Wealth LLC in San Francisco, CA and has over 22 years of experience in the finance industry.

2
John T. Foley
CRD#: 1060265
One Letterman Drive Building C, Building A, Suite 4700, San Francisco, CA 94129
93
Wealthminder
score

John Foley (CRD# 1060265) is an Investment Advisor Representative working at Sofi Wealth LLC in San Francisco, CA and has over 10 years of experience in the finance industry.

3
Clayton T. Smudsky
CRD#: 1715927
One Letterman Drive Building C, Building A, Suite 4700, San Francisco, CA 94129
93
Wealthminder
score

Clayton Smudsky (CRD# 1715927) is an Investment Advisor Representative working at Sofi Wealth LLC in San Francisco, CA and has over 21 years of experience in the finance industry.

4
Gordon C. Brown
CRD#: 6128044
One Letterman Drive Building C, Building A, Suite 4700, San Francisco, CA 94129
90
Wealthminder
score

Gordon Brown (CRD# 6128044) is an Investment Advisor Representative working at Sofi Wealth LLC in San Francisco, CA and has over 5 years of experience in the finance industry.

5
Elliott R. Grisham
CRD#: 5685739
One Letterman Drive Building C, Building A, Suite 4700, San Francisco, CA 94129
90
Wealthminder
score

Elliott Grisham (CRD# 5685739) is an Investment Advisor Representative working at Sofi Wealth LLC in San Francisco, CA and has over 5 years of experience in the finance industry.

6
William R. Jarve
CRD#: 6038521
One Letterman Drive Building C, Building A, Suite 4700, San Francisco, CA 94129
90
Wealthminder
score

William Jarve (CRD# 6038521) is an Investment Advisor Representative working at Sofi Wealth LLC in San Francisco, CA and has over 4 years of experience in the finance industry.

7
Christina N. Kramlich
CRD#: 6014754
One Letterman Drive Building C, Building A, Suite 4700, San Francisco, CA 94129
90
Wealthminder
score

Christina Kramlich (CRD# 6014754) is an Investment Advisor Representative working at Sofi Wealth LLC in San Francisco, CA and has over 5 years of experience in the finance industry.

8
Blake E. Watts
CRD#: 6054300
One Letterman Drive Building C, Building A, Suite 4700, San Francisco, CA 94129
90
Wealthminder
score

Blake Watts (CRD# 6054300) is an Investment Advisor Representative working at Sofi Wealth LLC in San Francisco, CA and has over 5 years of experience in the finance industry.

9
Jake P. Pimental
CRD#: 6427563
One Letterman Drive Building C, Building A, Suite 4700, San Francisco, CA 94129
88
Wealthminder
score

Jake Pimental (CRD# 6427563) is an Investment Advisor Representative working at Sofi Wealth LLC in San Francisco, CA and has over 2 years of experience in the finance industry.

10
Louis V. Genuario
CRD#: 6558300
375 Healdsburg Ave., Suite 280, Healdsburg, CA 95448
87
Wealthminder
score

Louis Genuario (CRD# 6558300) is an Investment Advisor Representative working at Sofi Wealth LLC in Healdsburg, CA and has over 2 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.