Sofi Wealth LLC

Overview

Sofi Wealth LLC is an SEC-registered RIA that provides fee-based wealth management and financial planning primarily to individual and family clients. The firm has been operating since 2013 and charges clients a percentage of assets under management. Its advisory services include comprehensive financial planning, discretionary portfolio management for individuals and small businesses, and a range of client education products such as newsletters and seminars. The firm identifies itself as an active ESG investor and maintains industry relationships across custody and distribution channels, including broker-dealer, banking, and insurance affiliations. Service offerings emphasize scalable, advice-driven wealth management rather than custom institutional mandates or pension consulting.

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Public Holdings

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Location & Offices