SOFI WEALTH LLC
San Francisco, California
2.3
136 Reviews
Sofi Wealth LLC is a local investment advisory firm based out of San Francisco, CA. With 5 offices, the company boasts a strong presence in the financial industry. Comprised of 70 dedicated employees, Sofi Wealth LLC offers a range of services, including investment advisory expertise.
With an average of $67,130,000 in assets under management per investment advisor, Sofi Wealth LLC stands on par with the industry average. Their compensation structure encompasses various types, ensuring flexibility and tailored solutions for their clients.
Impressively, over 80% of the firm's assets under management are derived from employer 401...
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Assets Under Mgmt
$671.3M
Investment Professionals
10
Locations
4
% 401K & Individual
% Discretionary
Compensation Structure
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Publication of periodicals or newsletters
Educational seminars/workshops
Disclosures
SEC or CFTC found with a false statement or omission
SEC or CFTC violation of regulation or statutes
SEC or CFTC entered an order against you in connection to investment related activities
SEC or CFTC imposed civil money penalty or cease and desist from an activity
Articles
Articles
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