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).
-
Total Assets Under Management944MILLION
-
Total Number of Accounts165,546ACCOUNTS
-
Average Account Value$5,699
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.