Sofi Wealth LLC

Sofi Wealth LLC (CRD# 167958) is a financial advisory firm headquartered in San Francisco, CA. They manage $943,520,661 in 165,546 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    944
    MILLION
  • Total Number of Accounts
    165,546
    ACCOUNTS
  • Average Account Value
    $5,699
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Sofi Wealth LLC
Showing 1 - 10 of 49 top financial advisors.
1
Christopher D. Bingham
CRD#: 5145867
2750 E Cottonwood Parkway, Suite 300, Cottonwood Heights, UT 84121

Christopher Bingham (CRD# 5145867) is an Investment Advisor Representative working at Sofi Wealth LLC in Cottonwood Heights, UT and has over 17 years of experience in the finance industry.

2
Robert E. Brabson
CRD#: 6354518
234 1st Street, San Francisco, CA 94105

Robert Brabson (CRD# 6354518) is an Investment Advisor Representative working at Sofi Wealth LLC in San Francisco, CA and has over 6 years of experience in the finance industry.

3
Tyler Clark
CRD#: 4085018
2750 East Cottonwood Pkwy, Suite 300, Cottonwood Heights, UT 84121

Tyler Clark (CRD# 4085018) is an Investment Advisor Representative working at Sofi Wealth LLC in Cottonwood Heights, UT and has over 23 years of experience in the finance industry.

4
William J. Corey
CRD#: 6024760
650 Naamans Rd, Suite 300, Claymony, DE 19703

William Corey (CRD# 6024760) is an Investment Advisor Representative working at Sofi Wealth LLC in Claymony, DE and has over 10 years of experience in the finance industry.

5
Robert Gilbert
CRD#: 5976891
234 1st Street, San Francisco, CA 94105

Robert Gilbert (CRD# 5976891) is an Investment Advisor Representative working at Sofi Wealth LLC in San Francisco, CA and has over 7 years of experience in the finance industry.

6
Candice L. Gilman
CRD#: 5226511
650 Naamans Rd, Suite 300, Claymont, DE 19703

Candice Gilman (CRD# 5226511) is an Investment Advisor Representative working at Sofi Wealth LLC in Claymont, DE and has over 15 years of experience in the finance industry.

7
Charles R. Hall
CRD#: 6193348
5335 Gate Parkway, Suite 500, Jacksonville, FL 32256

Charles Hall (CRD# 6193348) is an Investment Advisor Representative working at Sofi Wealth LLC in Jacksonville, FL and has over 8 years of experience in the finance industry.

8
Alexander J. Hecker
CRD#: 6140462
234 1st Street, San Francisco, CA 94105

Alexander Hecker (CRD# 6140462) 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.

9
Joshua J. Hendricks
CRD#: 2447632
2750 E Cottonwood Parkway, Suite 300, Salt Lake City, UT 84121

Joshua Hendricks (CRD# 2447632) is an Investment Advisor Representative working at Sofi Wealth LLC in Salt Lake City, UT and has over 14 years of experience in the finance industry.

10
Robert M. Hill
CRD#: 6074166
234 1st Street, San Francisco, CA 94105

Robert Hill (CRD# 6074166) is an Investment Advisor Representative working at Sofi Wealth LLC in San Francisco, CA and has over 11 years of experience in the finance industry. Robert Hill has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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