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SOFI WEALTH LLC
CRD 167958File 801-78185
APPROVED
Retail clients
Disclosure events
Filing as of Jul 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.05B
Top 25% of cohort (national)
Discretionary AUM
$2.05B
Clients
254,020
290,887 accounts
Employees
114
Top 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jun 14, 2013
- Principal office
- 234 1ST STREET, SAN FRANCISCO, CA, 94105
- Phone
- 855-525-7634
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.05B
- Discretionary AUM
- $2.05B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 290,887
- Non-discretionary accounts
- 0
- Total accounts
- 290,887
- AUM per client
- $8K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 20 | $32.4M |
| Individuals (other than high net worth individuals) | 254,000 | $2.01B |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11C1
- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 80 | 114 | increased by34 |
| Apr 1, 2026 | Clients | 265,019 | 254,020 | decreased by10,999 |
| Apr 1, 2026 | AUM | $1,475,104,376 | $2,047,338,985 | increased by$572,234,609 |
| Apr 1, 2026 | Accounts | 279,216 | 290,887 | increased by11,671 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 47 | 80 | increased by33 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 92,121 | 265,019 | increased by172,898 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $642,092,567 | $1,475,104,376 | increased by$833,011,809 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 92,121 | 279,216 | increased by187,095 |
| Apr 1, 2022 | Clients | 70,161 | 92,121 | increased by21,960 |
| Apr 1, 2022 | AUM | $523,193,760 | $642,092,567 | increased by$118,898,807 |
| Apr 1, 2022 | Accounts | 79,972 | 92,121 | increased by12,149 |
| Oct 1, 2021 | Disclosures | No | Yes | |
| Oct 1, 2021 | Clients | 64,236 | 70,161 | increased by5,925 |
| Oct 1, 2021 | AUM | $426,440,567 | $523,193,760 | increased by$96,753,193 |
| Oct 1, 2021 | Accounts | 73,095 | 79,972 | increased by6,877 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SOFI WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SOFI WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.