Sophos Wealth Management
Sophos Wealth Management (CRD# 313667) is a financial advisory firm headquartered in , . They manage $8,800,000 in 57 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Sophos Wealth Management
By the Numbers
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Total Assets Under Management9MILLION
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Total Number of Accounts57ACCOUNTS
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Average Account Value$154,386
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
WA
Financial Advisors at Sophos Wealth Management
1
Scott Caufield (CRD# 5840914) is an Investment Advisor Representative working at Sophos Wealth Management in Woodinville, WA and has over 13 years of experience in the finance industry.
2
Aaron Starr (CRD# 7476709) is an Investment Advisor Representative working at Sophos Wealth Management in Woodinville, WA and has over 2 years of experience in the finance industry.
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