Sofi Wealth LLC
San Francisco, CA·SEC-registered · CRD #167958
Sofi Wealth LLC is an SEC-registered investment advisory firm in San Francisco, CA managing $2.0B across 291k client accounts, with 15 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$2.0B
Client accounts
291k
Advisory staff
15
Fee model
Fee-only
How Sofi Wealth LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Sofi Wealth LLC
How much does Sofi Wealth LLC manage?
Per its most recent SEC Form ADV filing (03/27/2026), Sofi Wealth LLC reports $2.0B in regulatory assets under management across roughly 291k client accounts.
How does Sofi Wealth LLC charge?
Sofi Wealth LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Sofi Wealth LLC a fiduciary?
Yes. Sofi Wealth LLC is registered with the U.S. Securities and Exchange Commission (CRD #167958), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Sofi Wealth LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Sofi Wealth LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Sofi Wealth LLC's public SEC Form ADV filing (CRD #167958, filed 03/27/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Sofi Wealth LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Sofi Wealth LLC? Claim this profile.