Sophie Marie Kempf

Employer firm

Goldman Sachs Wealth Services, L.p. CRD 106693

$31.7B regulatory AUM 89,850 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2017 → 08/2017
  Special Camp For Special Kids
  San Juan Capistrano, CA
• 08/2017 → 06/2020
  Jserra Catholic High School
  San Juan Capistrano, CA
• 01/2015 → 06/2017
  Jserra Catholic High School
  San Juan Capistrano, CA
• 07/2020 → 06/2021
  University Of Southern California
  Los Angeles, CA
• 06/2021 → 08/2021
  Farmers And Merchants Bank Of Long Beach
  Mission Viejo, CA
• 08/2021 → 12/2024
  University Of Southern California
  Los Angeles, CA
• 01/2025 → Present
  Goldman Sachs Ayco
  Newport Beach, CA

Other Businesses

(1) Part-time employee at St. Edwards The Confessor Catholic Church, a religious institution. Organization is not primarily engaged in investment-related activity. Start Date: June 20, 2026. Two hours per month. Duties include participating in the music ministry team.

Exams

• S66 Uniform Combined State Law Examination
  2025-03-18

Other Names

• Sophie Kempf