Sofi Wealth LLC

Sofi Wealth LLC (CRD# 167958) is a financial advisory firm headquartered in San Francisco, CA. They manage $43,461,313 in 9,844 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    43
    MILLION
  • Total Number of Accounts
    9,844
    ACCOUNTS
  • Average Account Value
    $4,415
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
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 21 top financial advisors.
1
Jared R. Bolduc
CRD#: 5374874
2750 E Cottonwood Parkway, Suite 300, Cottonwood Heights, UT 84121
93
Wealthminder
score

Jared Bolduc (CRD# 5374874) is an Investment Advisor Representative working at Sofi Wealth LLC in Cottonwood Heights, UT and has over 10 years of experience in the finance industry.

2
Gordon C. Brown
CRD#: 6128044
One Letterman Drive Building C, Building A, Suite 4700, San Francisco, CA 94129
93
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.

3
Tyler Clark
CRD#: 4085018
2750 East Cottonwood Pkwy, Suite 300, Cottonwood Heights, UT 84121
93
Wealthminder
score

Tyler Clark (CRD# 4085018) 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.

4
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.

5
John T. Foley
CRD#: 1060265
One Letterman Drive, 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.

6
Jessica B. Gorham
CRD#: 5425029
2750 East Cottonwood Parkway Ste 300, Cottonwood Heights, UT 84121
93
Wealthminder
score

Jessica Gorham (CRD# 5425029) is an Investment Advisor Representative working at Sofi Wealth LLC in Cottonwood Heights, UT and has over 9 years of experience in the finance industry.

7
Sean P. Hytry
CRD#: 2772380
2750 E Cottonwood Parkway, Suite 300, Cottonwood Heights, UT 84121
93
Wealthminder
score

Sean Hytry (CRD# 2772380) 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.

8
William R. Jarve
CRD#: 6038521
One Letterman Drive, Building A, Suite 4700, San Francisco, CA 94129
93
Wealthminder
score

William Jarve (CRD# 6038521) 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
Christina N. Kramlich
CRD#: 6014754
One Letterman Drive, Building A, Suite 4700, San Francisco, CA 94129
93
Wealthminder
score

Christina Kramlich (CRD# 6014754) 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.

10
Alison F. Norris
CRD#: 6366264
One Letterman Drive, Building A, Suite 4700, San Francisco, CA 94129
93
Wealthminder
score

Alison Norris (CRD# 6366264) is an Investment Advisor Representative working at Sofi Wealth LLC in San Francisco, CA and has over 3 years of experience in the finance industry. Alison Norris 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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