Aidan Neuenswander

Employer firm

Sofi Wealth LLC CRD 167958

$2.05B regulatory AUM 7,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 02/2022 → 11/2023
  E*Trade Securities Llc
  Sandy, UT
• 01/2019 → 12/2022
  The University Of Utah
  Salt Lake City, UT
• 06/2019 → 07/2020
  Washington Federal Inc/ Wafd Bank
  Draper, UT
• 04/2017 → 12/2018
  Alpine Country Club / Troon Golf
  Highland, UT
• 12/2016 → 01/2017
  My Fast Pc
  Provo, UT
• 08/2016 → 11/2016
  Vision Solar
  Provo, UT
• 01/2017 → 04/2017
  Unemployed
  Pleasant Grove, UT
• 01/2023 → 11/2023
  Morgan Stanley
  Sandy, UT
• 09/2023 → 11/2023
  Morgan Stanley
  Sandy, UT
• 01/2024 → 07/2024
  Wells Fargo Clearing Services
  Salt Lake City, UT
• 09/2024 → 07/2025
  Lpl Financial
  Murray, UT
• 07/2025 → Present
  Sofi Securities, Llc
  Cottonwood Heights, FL
• 07/2025 → Present
  Sofi Wealth, Llc
  Cottonwood Heights, FL

Previous Registrations

• 2024-10-15 → 2025-07-28
  Lpl Financial Llc
  Murray, UT
• 2024-02-09 → 2024-08-08
  Wells Fargo Clearing Services, Llc
  Salt Lake City, UT

Exams

• S66 Uniform Combined State Law Examination
  2024-02-08
• S63 Uniform Securities Agent State Law Examination
  2021-09-13

Other Names

• Aidan P Neuenswander
• Aidan Paul Neuenswander