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
Brian Walsh (CRD# 5280049) 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.
Elizabeth Young (CRD# 5995803) is an Investment Advisor Representative working at Sofi Wealth LLC in San Francisco, CA and has over 12 years of experience in the finance industry.
Danielle Banks (CRD# 7215020) is an Investment Advisor Representative working at Sofi Wealth LLC in Jacksonville, FL and has over 3 years of experience in the finance industry.
Jennifer Booms (CRD# 7734356) is an Investment Advisor Representative working at Sofi Wealth LLC in Cottonwood Heights, UT and has 1 year of experience in the finance industry.
Jared Butler (CRD# 7252473) is an Investment Advisor Representative working at Sofi Wealth LLC in Cottonwood Heights, UT and has over 2 years of experience in the finance industry.
Melinda Cao (CRD# 6719534) 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.
Theresa Combs (CRD# 6846754) is an Investment Advisor Representative working at Sofi Wealth LLC in Cottonwood Heights, UT and has over 6 years of experience in the finance industry.
Jorge De Oliveira Neto (CRD# 6383938) 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.
Andrew Evener (CRD# 6292600) 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.
Sami Huseinovic (CRD# 7146488) 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.