Sofi Wealth LLC

Firm record

As recorded in SEC IAPD

Firm CRD

167958

SEC number

801-78185

Firm type

RIA

Assets under management

$2.0B as of Mar 27, 2026

Website

www.instagram.com/SOFI/?HL=EN ↗

Phone

855-525-7634

Address

234 1st Street, San Francisco, CA, 94105

Advisors at this firm

85 in our index · page 1 of 2

• Ali AldifahiCRD 7787923 · Jacksonville, FL
  IA RegisteredBroker
• Jerome Lemont AbbottCRD 7751210 · Jacksonville, FL
  IA RegisteredBroker
• Michael AlexandreCRD 822514 · Jacksonville, FL
  IA RegisteredBroker
• Eduardo AlfaroCRD 6504883 · Salt Lake City, UT
  IA RegisteredBroker
• Christopher Dean BinghamCRD 5145867 · Cottonwood Heights, UT
  IA RegisteredBroker
  Disclosure event(s) on record
• Alex BakerCRD 7060163 · Cottonwood Heights, UT
  IA RegisteredBroker
• Elizabeth Faye BartlettCRD 5679499 · Prosper, TX
  IA RegisteredBroker
• Benjamin BeasleyCRD 7667825 · Jacksonville, FL
  IA RegisteredBroker
• Edziel Richard BibianoCRD 7594790 · Cottonwood Heights, UT
  IA RegisteredBroker
• Katherine BilodeauCRD 7600463 · Jacksonville, FL
  IA RegisteredBroker
• Jennifer Lynn BoomsCRD 7734356 · Cottonwood Heights, UT
  IA RegisteredBroker
• Robert Earl BrabsonCRD 6354518 · Claymont, DE
  IA RegisteredBroker
• Jared S ButlerCRD 7252473 · Cottonwood Heights, UT
  IA RegisteredBroker
• Tyler ClarkCRD 4085018 · Cottonwood Heights, UT
  IA RegisteredBroker
• John CainCRD 2926879 · Jacksonville, FL
  IA RegisteredBroker
• Melinda Guadalupe CaoCRD 6719534 · Missouri City, TX
  IA RegisteredBroker
• Oscar ChavarriaCRD 7286993 · Cottonwood Heights, UT
  IA RegisteredBroker
• Joshua Glenn ClaytonCRD 6006920 · Downingtown, PA
  IA RegisteredBroker
  Disclosure event(s) on record
• Theresa Jeanette CombsCRD 6846754 · Cottonwood Heights, UT
  IA RegisteredBroker
• Joseph Dennis CowperCRD 7000509 · Cottonwood Heights, UT
  IA RegisteredBroker
  Disclosure event(s) on record
• Mckay DownsCRD 7974528 · Cottonwood Heights, UT
  IA RegisteredBroker
• Mason Bennett DrakosCRD 6757340 · Jacksonville, FL
  IA RegisteredBroker
• Erin Elizabeth DanielCRD 6087570 · Jacksonville, FL
  IA RegisteredBroker
• Carlos DardonCRD 2431044 · Cottonwood Heights, UT
  IA RegisteredBroker
• Filip DomazetCRD 6405067 · Salt Lake City, UT
  IA RegisteredBroker
• Michael EbelCRD 7818263 · Cottonwood Heights, UT
  IA RegisteredBroker
• Andrew Adam EvenerCRD 6292600 · Jacksonville, FL
  IA RegisteredBroker
• Salvador FernandezCRD 6914346 · Cottonwood Heights, UT
  IA RegisteredBroker
  Disclosure event(s) on record
• Nan GuoCRD 6964398 · Cottonwood Heights, UT
  IA RegisteredBroker
• Jonathan GarciaCRD 7186589 · Jacksonville, FL
  IA RegisteredBroker
• Robert GilbertCRD 5976891 · Swedesboro, NJ
  IA RegisteredBroker
• Candice Lee GilmanCRD 5226511 · Claymont, DE
  IA RegisteredBroker
• Adriana GoiricelayaCRD 7866771 · San Francisco, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Royce GuerreroCRD 6112718 · Jacksonville, FL
  IA RegisteredBroker
• Benedikt HaidCRD 7602069 · Jacksonville, FL
  IA RegisteredBroker
• Jason HinesleyCRD 5256568 · Jacksonville, FL
  IA RegisteredBroker
• Amanda Holder- WilliamsCRD 5270606 · Jacksonville, FL
  IA RegisteredBroker
• Charles R HallCRD 6193348 · Jacksonville, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Joshua J HendricksCRD 2447632 · Salt Lake City, UT
  IA RegisteredBroker
• Robert Marshall HillCRD 6074166 · Jacksonville, FL
  IA RegisteredBroker
• Mario IsmailanjiCRD 7463056 · New York, NY
  IA RegisteredBroker
• Richard Chad JonesCRD 5053946 · Cottonwood Heights, UT
  IA RegisteredBroker
  Disclosure event(s) on record
• Alexander JosephCRD 6820002 · Jacksonville, FL
  IA RegisteredBroker
• Jeremy Eric JohansenCRD 4826011 · Salt Lake City, UT
  IA RegisteredBroker
  Disclosure event(s) on record
• Jacquelyn Ruth KestersonCRD 6218041 · Omaha, NE
  IA RegisteredBroker
• Max KimballCRD 5293746 · Cottonwood Heights, UT
  IA RegisteredBroker
• Thomas KurkewiczCRD 7616423 · Jacksonville, FL
  IA RegisteredBroker
• Spencer LarsenCRD 7047837 · Cottonwood Heights, UT
  IA RegisteredBroker
• Szu Chen LeeCRD 7674352 · San Francisco, CA
  IA RegisteredBroker
• Jami LieblCRD 6274775 · Charlotte, NC
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.