CRD: 167958
Sofi Wealth LLC
$2.0B Total AUM
$2.0B Disc. AUM
46.6% 3Y CAGR
114 Employees
261,620 ADV. Clients
13 yrs Firm Age
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- Custodian
- Apex
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-14-2013
- Office Locations
- 22
Office Locations
234 1ST Street SAN Francisco CA
2750 E Cottonwood Pkwy Cottonwood Heights UT
4064 Colony Road Charlotte NC
About Sofi Wealth LLC
SoFi Wealth LLC provides fiduciary financial planning and investment guidance for individuals, from early-career to retirement, covering budgeting, debt management, emergency savings, home buying, insurance, and goal/risk-based investment strategy. Members can book a complimentary 30-minute session (SoFi Plus offers unlimited access). Investment programs include ETF-based portfolios.
Team overview
36 AVG AGE
$136.5M AVG AUM / ADVISOR
$7.8K AVG AUM / CLIENT
3.2 yrs AVG TENURE
114 Employees
15 Advisory Reps
114 RIA Reps
13yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
CRM
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
R
RYAN BURKE
President
- CRD
- #5016797
- Ownership
- Less than 5%
Available
Available
Available
C
Candice Lee Gilman
Chief Compliance Officer
- CRD
- #5226511
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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J
Jerome Lemont Abbott
Advisor
- CRD
- #7751210
Available
Available
Available
A
ALI ALDIFAHI
--
- CRD
- #7787923
Available
Available
Available
Showing 2 of 110 contacts
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,047,338,985 | $7,038 |
| Non-Discretionary | $0 | -- |
| Total | $2,047,338,985 | $7,038 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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