SOFI WEALTH LLC

234 1st Street
San Francisco, California 94105
Tel: 855-525-7634

About SOFI WEALTH LLC

SOFI WEALTH LLC, formally registered with the SEC as SOFI WEALTH LLC. The firm was established in 06/14/2013. They have over 5 offices throughout the country.

SOFI WEALTH LLC is a San Francisco, California based Financial Planning firm with nearly $1,475,104,376 assets under management, offering retirement planning & investment advisory services to 279216 clients. The firm is staffed with 80 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	167958
SEC#	801-78185
Assets Managed by Firm	$1,475,104,376
No. of Clients	279216
No. of Advisors	80

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	279216	$1,475,104,376
Individuals (other than high net worth individuals)	265000	$1,443,604,076
High net worth individuals	19	$31,500,300

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