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SOFI WEALTH LLC
SOFI WEALTH LLC
SAN FRANCISCO, California
·
5 registered advisors
·
CRD# 167958
SEC# 801-78185
4
855-525-7634
01
Firm Overview
AUM
$1.4B
Regulatory assets under management
Employees
70
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at SOFI WEALTH LLC
5 registered advisors
Candice Lee Gilman
SAN FRANCISCO, California
CRD# 5226511
John Davis Gardner
SAN FRANCISCO, California
CFA
CRD# 2663783
John Thomas Foley
SAN FRANCISCO, California
CFP
CRD# 1060265
Kelli A. Keough
SAN FRANCISCO, California
CRD# 4653791
Ryan Burke
SAN FRANCISCO, California
CRD# 5016797
05
Office Locations
SAN FRANCISCO, California
5 advisors
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Data sourced from SEC Form ADV filings. SOFI WEALTH LLC (CRD# 167958) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.