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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.