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).
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Total Assets Under Management944MILLION
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Total Number of Accounts165,546ACCOUNTS
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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
Kristina Hoglund (CRD# 6024344) is an Investment Advisor Representative working at Sofi Wealth LLC in Cottonwood Heights, UT and has over 11 years of experience in the finance industry.
Cody James (CRD# 6753612) 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.
Jeremy Johansen (CRD# 4826011) is an Investment Advisor Representative working at Sofi Wealth LLC in San Francisco, CA and has over 19 years of experience in the finance industry.
Richard Jones (CRD# 5053946) 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.
Max Kimball (CRD# 5293746) is an Investment Advisor Representative working at Sofi Wealth LLC in San Francisco, CA and has over 16 years of experience in the finance industry.
Johnny Mazzeo (CRD# 4821934) is an Investment Advisor Representative working at Sofi Wealth LLC in Jacksonville, FL and has over 19 years of experience in the finance industry.
Tobin McDaniel (CRD# 5948711) is an Investment Advisor Representative working at Sofi Wealth LLC in San Francisco, CA and has over 9 years of experience in the finance industry.
Marcus Minsky (CRD# 6097779) 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.
David Newsome (CRD# 5143560) is an Investment Advisor Representative working at Sofi Wealth LLC in San Francisco, CA and has over 17 years of experience in the finance industry.
Gregory Palmieri (CRD# 5356903) is an Investment Advisor Representative working at Sofi Wealth LLC in San Francisco, CA and has over 16 years of experience in the finance industry.