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Sofi Wealth LLC CRD 167958
$2.05B regulatory AUM 7,600 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
234 1St Street, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-07 |
Branch Locations
234 1St Street, San Francisco, CA 94105 • United States
5335 Gate Pkwy 5Th Floor, Jacksonville, FL 32256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 11/2022 | 01/2025 |
| Bealls Inc | Daytona Beach | FL | 08/2021 | 09/2022 |
| Carbones Floral Distributors | Derry | NH | 01/2016 | 01/2019 |
| Uemployed | Daytona Beach | FL | 01/2019 | 08/2021 |
| Sofi Securities, Llc | Jacksonville | FL | 01/2025 | Present |
| Sofi Wealth, Llc | Jacksonville | FL | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-11 |
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