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 41 - 49 of 49 top financial advisors.
41
Andrew A. Evener
CRD#: 6292600
234 1st Street, San Francisco, CA 94105

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.

42
Sami Huseinovic
CRD#: 7146488
234 1st Street, San Francisco, CA 94105

Sami Huseinovic (CRD# 7146488) 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.

43
Mario Ismailanji
CRD#: 7463056
234 1st Street, San Francisco, CA 94105

Mario Ismailanji (CRD# 7463056) is an Investment Advisor Representative working at Sofi Wealth LLC in San Francisco, CA and has 1 year of experience in the finance industry.

44
Christopher L. McGoogin-Smith
CRD#: 6455095
5335 Gate Parkway, Suite 500, Jacksonville, FL 32256

Christopher McGoogin-Smith (CRD# 6455095) is an Investment Advisor Representative working at Sofi Wealth LLC in Jacksonville, FL and has over 8 years of experience in the finance industry.

45
Alexander Meldrum
CRD#: 7153265
234 1st Street, San Francisco, CA 94105

Alexander Meldrum (CRD# 7153265) 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.

46
Brandon P. Milliken
CRD#: 7186599
5335 Gate Pkwy, Suite 500, Jacksonville, FL 32256

Brandon Milliken (CRD# 7186599) is an Investment Advisor Representative working at Sofi Wealth LLC in Jacksonville, FL and has over 3 years of experience in the finance industry.

47
Jarrett Nielsen
CRD#: 7181859
2750 E Cottonwood Pkwy, Cottonwood Heights, UT 84121

Jarrett Nielsen (CRD# 7181859) is an Investment Advisor Representative working at Sofi Wealth LLC in Cottonwood Heights, UT and has over 4 years of experience in the finance industry.

48
Spencer Page
CRD#: 7262938
234 1st Street, San Francisco, CA 94105

Spencer Page (CRD# 7262938) 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.

49
Getzemani Pantoja-Clixteco
CRD#: 6219763
2750 E Cottonwood Pkwy, Suite 300, Salt Lake City, UT 84121

Getzemani Pantoja-Clixteco (CRD# 6219763) is an Investment Advisor Representative working at Sofi Wealth LLC in Salt Lake City, UT and has 1 year of experience in the finance industry.

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