RIA Intel›Advisers›California›SOFI WEALTH LLC

SOFI WEALTH LLC

Advisory

N·SAN FRANCISCO, CA

Data as of Jul 31, 2026 · Source: SEC Form ADV

Total AUM

$2.0B

1-Year AUM Growth

+44.9%

3-Year CAGR

+38.8%

Employees

15

Assets Under Management

Total AUM$2.0B

Discretionary AUM$2.0B

Non-Discretionary AUM$0

Discretionary %100%

Total Clients265,019

Team

Total Employees15

Investment Advisers114

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record62

First FilingJun 4, 2013

Latest FilingJul 31, 2026

🔒 Full AUM trend chart and 62 historical filings spanning 13+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on SOFI WEALTH LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.