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).
-
Total Assets Under Management944MILLION
-
Total Number of Accounts165,546ACCOUNTS
-
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
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 4 years of experience in the finance industry.
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.
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.
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.
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.
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.
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.
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.