Bailey Pope

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

• 08/2015 → 07/2023
  Vca Willow Creek Pet Center
  Sandy, UT
• 09/2023 → 03/2024
  Park Avenue Securities
  Murray, UT
• 06/2023 → 03/2024
  Guardian Life Insurance Company
  Murray, UT
• 03/2024 → 09/2025
  B.O.S.S. Retirement Solutions, Llc
  Lehi, UT
• 03/2024 → 09/2025
  B.O.S.S. Retirement Advisors, Llc
  Lehi, UT
• 09/2025 → Present
  Sofi Securities Llc
  Cottonwood Heights, UT
• 09/2025 → Present
  Sofi Wealth Llc
  Cottonwood Heights, UT

Previous Registrations

• 2024-03-20 → 2025-09-16
  B.O.S.S. Retirement Advisors, Llc
  Lehi, UT
• 2024-01-08 → 2024-03-15
  Park Avenue Securities Llc
  Murray, UT

Other Businesses

Part time Veterinary Technician for VCA Willow Creek Pet Center, located in Cottonwood Heights, UT, a position held since 2023. Approx Hours per month: 16, during trading hours: No

Exams

• S66 Uniform Combined State Law Examination
  2023-12-01

Other Names

• Bailey Ryan Pope