SOFI Wealth LLC

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CAFR Data
SOFI Wealth LLC
CRD #167958
SEC #801-78185
CIK #
AUM $138.4 MM (100% Disc, 100% US, 2020-03-27)
Employees25 (100% Investors, 80% Brokers)
Phone855-525-7634
Address234 1st Street
San Francisco, CA 94105
Source [IAPD] [Website] [Twitter] [LinkedIn] [Instagram]
Total AUM ($MM)
14011284562802010201320172021
Comparable Firms State AUM ($BB)
Holder Wealth Management Inc
IL 0.1
Omega Wealth Management LLC
VA 0.1
Ludwick & Shirman LLC
CO 0.1
Blue Spark Capital Advisors LLC
NY 0.1
LENK Ladner Investment Solutions LLC
MA 0.1
Concorde Financial Resources LLC
NC 0.1
Park Capital Management LLC
WI 0.1
Chronim Investments Inc
TX 0.1
SWMG LLC
TX 0.1
Gunderson Capital Management
SC 0.1
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