SOFI WEALTH LLC
SEC Form ADV profile.
Total regulatory AUM
$2,047,338,985
Discretionary
$2,047,338,985
Non-discretionary
$0
Firm details
- CRD number
- 167958
- SEC file number
- 801-78185
- Main office
- SAN FRANCISCO, CA, United States
- Employees
- 114
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of October 2026.