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 21 - 30 of 49 top financial advisors.
21
Gregory M. Palmieri
CRD#: 5356903
234 1st Street, San Francisco, CA 94105

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.

22
William W. Patterson
CRD#: 6436545
5335 Gate Parkway, Suite 500, Jacksonville, FL 32256

William Patterson (CRD# 6436545) is an Investment Advisor Representative working at Sofi Wealth LLC in Jacksonville, FL and has over 8 years of experience in the finance industry.

23
Christopher M. Patzelt-Russo
CRD#: 5994032
860 Washington St, New York, NY 10014

Christopher Patzelt-Russo (CRD# 5994032) is an Investment Advisor Representative working at Sofi Wealth LLC in New York, NY and has over 7 years of experience in the finance industry.

24
Gentian Plaku
CRD#: 6265202
234 1st Street, San Francisco, CA 94105

Gentian Plaku (CRD# 6265202) 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.

25
Justin A. Raleigh
CRD#: 4954480
234 1st Street, San Francisco, CA 94105

Justin Raleigh (CRD# 4954480) is an Investment Advisor Representative working at Sofi Wealth LLC in San Francisco, CA and has over 18 years of experience in the finance industry.

26
Patrick D. Ricci
CRD#: 6635287
650 Naamans Rd, Ste 300, Claymont, DE 19703

Patrick Ricci (CRD# 6635287) is an Investment Advisor Representative working at Sofi Wealth LLC in Claymont, DE and has over 7 years of experience in the finance industry.

27
Nikita A. Shah
CRD#: 6283997
234 1st Street, San Francisco, CA 94105

Nikita Shah (CRD# 6283997) 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.

28
Ryan B. Smith
CRD#: 5587824
234 1st Street, San Francisco, CA 94105

Ryan Smith (CRD# 5587824) is an Investment Advisor Representative working at Sofi Wealth LLC in San Francisco, CA and has over 13 years of experience in the finance industry.

29
Stefanie N. Swezey
CRD#: 5779400
234 1st Street, San Francisco, CA 94105

Stefanie Swezey (CRD# 5779400) is an Investment Advisor Representative working at Sofi Wealth LLC in San Francisco, CA and has over 13 years of experience in the finance industry.

30
Truy Tran
CRD#: 6438329
234 1st Street, San Francisco, CA 94105

Truy Tran (CRD# 6438329) is an Investment Advisor Representative working at Sofi Wealth LLC in San Francisco, CA and has over 8 years of experience in the finance industry.

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