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 2 of 2

• Roland MillerCRD 6186629 · Cottonwood Heights, UT
  IA RegisteredBroker
• Mario MollanjiCRD 7283388 · Jacksonville, FL
  IA RegisteredBroker
• Eugene Morris JrCRD 5771796 · Jacksonville, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Kenzie MajorCRD 6821833 · Jacksonville, FL
  IA RegisteredBroker
• Johnny Francesco MazzeoCRD 4821934 · Jacksonville, FL
  IA RegisteredBroker
• Marcus MinskyCRD 6097779 · Aston, PA
  IA RegisteredBroker
• Larry NovofastovskyCRD 7607687 · New York, NY
  IA RegisteredBroker
• David Shawn NewsomeCRD 5143560 · Salt Lake City, UT
  IA RegisteredBroker
• Brandon Drew PetersenCRD 6624270 · Jacksonville, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Bailey PopeCRD 7769333 · Cottonwood Heights, UT
  IA RegisteredBroker
• Jediah PowersCRD 6745597 · Cottonwood Heights, UT
  IA RegisteredBroker
• Spencer PageCRD 7262938 · Cottonwood Heights, UT
  IA RegisteredBroker
• Christopher Matthew Patzelt-RussoCRD 5994032 · New York, NY
  IA RegisteredBroker
• Dominic PizzucoCRD 7843359 · New York, NY
  IA RegisteredBroker
• Dat QuachCRD 7679188 · Cottonwood Heights, UT
  IA RegisteredBroker
• Joshua RobertsCRD 7256214 · Cottonwood Heights, UT
  IA RegisteredBroker
  Disclosure event(s) on record
• Justin Aaron RaleighCRD 4954480 · Cottonwood Heights, UT
  IA RegisteredBroker
• Daniel RennerCRD 6710610 · Jacksonville, FL
  IA RegisteredBroker
• Patrick Domenic RicciCRD 6635287 · Claymont, DE
  IA RegisteredBroker
• Ryan RichardsonCRD 7497138 · Jacksonville, FL
  IA RegisteredBroker
• Nikita A ShahCRD 6283997 · Feasterville Trevose, PA
  IA RegisteredBroker
• Stefanie Nicole SwezeyCRD 5779400 · Jacksonville, FL
  IA RegisteredBroker
• Nicholas TramazzoCRD 7272201 · Jacksonville, FL
  IA RegisteredBroker
• Christopher TrufantCRD 7482043 · Jacksonville, FL
  IA RegisteredBroker
• Ryan Kent TuttleCRD 5839567 · Cottonwood Heights, UT
  IA RegisteredBroker
• Elizabeth Frances ThomasCRD 5995803 · New York, NY
  IA RegisteredBroker
• Ray ValerioCRD 6291556 · Jacksonville, FL
  IA RegisteredBroker
• Susana Vasquez FrancoCRD 6254252 · Jacksonville, FL
  IA RegisteredBroker
• Videsha WadeCRD 6758126 · Jacksonville, FL
  IA RegisteredBroker
• Brian Michael WalshCRD 5280049 · Caledonia, MI
  IA RegisteredBroker
• Brock WillisCRD 6556235 · Jacksonville, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Christian WebleyCRD 7667789 · Jacksonville, FL
  IA RegisteredBroker
• Brian WinslowCRD 6768461 · Gilbert, AZ
  IA RegisteredBroker
• Michael ZellerCRD 4291251 · Jacksonville, FL
  IA RegisteredBroker
• Jorge Batista De Oliveira NetoCRD 6383938 · Windham, ME
  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.