Sofi Wealth LLC

Sofi Wealth LLC (CRD# 167958) is a financial advisory firm headquartered in San Francisco, CA. They manage $523,193,760 in 79,972 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    523
    MILLION
  • Total Number of Accounts
    79,972
    ACCOUNTS
  • Average Account Value
    $6,542
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
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Sofi Wealth LLC
Showing 1 - 10 of 61 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 14 years of experience in the finance industry.

2
Jared R. Bolduc
CRD#: 5374874
2750 E Cottonwood Parkway, Suite 300, Cottonwood Heights, UT 84121

Jared Bolduc (CRD# 5374874) is an Investment Advisor Representative working at Sofi Wealth LLC in Cottonwood Heights, UT and has over 13 years of experience in the finance industry.

3
Robert E. Brabson
CRD#: 6354518
650 Naamans Rd, Suite 300, Claymont, DE 19703

Robert Brabson (CRD# 6354518) is an Investment Advisor Representative working at Sofi Wealth LLC in Claymont, DE and has over 3 years of experience in the finance industry.

4
Alan R. Carlisle
CRD#: 2646681
234 1st Street, San Francisco, CA 94105

Alan Carlisle (CRD# 2646681) is an Investment Advisor Representative working at Sofi Wealth LLC in San Francisco, CA and has over 26 years of experience in the finance industry.

5
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 21 years of experience in the finance industry.

6
Joshua G. Clayton
CRD#: 6006920
650 Naamans Road, Suite 300, Claymont, DE 19703

Joshua Clayton (CRD# 6006920) is an Investment Advisor Representative working at Sofi Wealth LLC in Claymont, DE and has over 7 years of experience in the finance industry.

7
Kevin Cole
CRD#: 5209515
401 E Corporate Dr, Ste 245, Lewisville, TX 75057

Kevin Cole (CRD# 5209515) is an Investment Advisor Representative working at Sofi Wealth LLC in Lewisville, TX and has over 3 years of experience in the finance industry.

8
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 8 years of experience in the finance industry.

9
Jennifer Doherty
CRD#: 4376547
234 1st Street, San Francisco, CA 94105

Jennifer Doherty (CRD# 4376547) 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.

10
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 4 years of experience in the finance industry.

1 2 3 4 5 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.