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SOFI WEALTH LLC

CRD 167958 · SEC 801-78185

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234 1ST STREET, SAN FRANCISCO, CA, 94105, United States

Phone

855-525-7634

Fax

415-520-9772

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.05B

Discretionary AUM

$2.05B

Team

114 total employees; 15 advisory reps; 7600 broker-dealer reps

Clients

More than 500

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-27

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Publication of periodicalsEducational seminars

Client types

TypeClientsAUM
Individuals254000$2.01B
High net worth individuals20$32.4M

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

Official SEC filing: View on IAPD