Sofi Wealth LLC
● SEC registered since 2013CRD 167958SEC# 801-78185San Francisco, CA
Reg. AUM
$2.05B
Employees
114
Accounts
290,887
Location
San Francisco, CA
Sofi Wealth LLC assets under management
Sofi Wealth LLC operates as an SEC-registered investment adviser based in San Francisco, CA. The firm has been registered since 2013. It reports $2 billion in regulatory assets under management and employs 114 people.
Sofi Wealth LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Candice Lee Gilman Control | Chief Compliance Officer | Under 5% | 2022 |
| Ryan Burke Control | President | Under 5% | 2024 |
| Sofi Hold Co. Control | 100% Owner | Over 75% | 2024 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Sofi Wealth LLC manage?
Sofi Wealth LLC reports $2 billion in regulatory assets under management on its Form ADV.
How many employees does Sofi Wealth LLC have?
Sofi Wealth LLC reports 114 employees.
Where is Sofi Wealth LLC located?
Sofi Wealth LLC is based in San Francisco, CA and has been SEC-registered since 2013.
Does Sofi Wealth LLC disclose fund performance?
Sofi Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 234 1st Street, San Francisco, CA 94105 |
| Phone | 855-525-7634 |
| Fax | 415-520-9772 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1925582 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$2.05B▲ 39%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 22%
Larger than 78% of 16,271 advisers
EmployeesTop 6%
More than 94% of 16,825 advisers
Assets under management
$2.05Bregulatory AUM
Discretionary $2.05B