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SOFI WEALTH LLC
CRD 167958File 801-78185
APPROVED
Retail clients
Disclosure events
Filing as of Jul 31, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.