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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 | 2026-08-12 |
Branch Locations
234 1St Street, San Francisco, CA 94105 • United States
5335 Gate Pkwy 5Th Floor, Jacksonville, FL 32256 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 12/2025 | 06/2026 |
| Us Navy | Jacksonville | FL | 01/2000 | 12/2025 |
| Excelsior University | Saint Augustine | FL | 01/2024 | Present |
| Sofi Securities Llc | Jacksonville | FL | 07/2026 | Present |
| Sofi Wealth Llc | Jacksonville | FL | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-22 |
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