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| SOFI Wealth LLC
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|---|---|
| CRD # | 167958 |
| SEC # | 801-78185 |
| CIK # | 0001925582 |
| AUM | 2,047.3 M (2026-03-27) |
| Employees | 114 (13% Investors, 100% Brokers) |
| Phone | 855-525-7634 |
| Address | 234 1st Street San Francisco, CA 94105 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| iShares Comex Gold Trust | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 254,000 | 2.0 |
| (b) Individuals (high net worth individuals) | 20 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 290,887 | 2.0 |
| By Discretionary | ||
| Discretionary | 290,887 | 2.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 290,887 | 2.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.0 | |
| Total | 290,887 | 2.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001925582] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 7,600 (1 non-US) |
| Serves | Retail, Research |
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