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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| SOFI Wealth LLC
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|---|---|
| CRD # | 167958 |
| SEC # | 801-78185 |
| CIK # | 0001925582 |
| AUM | $1.5 B (2025-02-27) |
| Employees | 80 (12% Investors, 100% Brokers) |
| Phone | 855-525-7634 |
| Address | 234 1st Street San Francisco, CA 94105 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 6.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 265,000 | 1,443.6 |
| (b) Individuals (high net worth individuals) | 19 | 31.5 |
| (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 | 279,216 | 1,475.1 |
| By Discretionary | ||
| Discretionary | 279,216 | 1,475.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 279,216 | 1,475.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.5 | |
| United States Persons | 1,472.6 | |
| Total | 279,216 | 1,475.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001925582] |
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|---|---|---|
|
Forte Capital LLC
✚
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NY | 1.5 |
|
Armstrong Advisory Group Inc
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MA | 1.4 |
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Ullman John & Associates Inc
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NY | 1.4 |
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Townsend & Associates Inc
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CO | 1.3 |
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Salomon and Ludwin LLC
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VA | 1.2 |
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Virtue Capital Management LLC
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TN | 1.2 |
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One Wealth MAP LLC
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NV | 1.1 |
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Financial Planning and Information Services Inc
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WI | 1.1 |
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Beacon Capital Management LLC
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TN | 1.1 |
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McIlrath & Eck LLC
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WA | 1.1 |