Sofi Wealth LLC

Overview

Sofi Wealth LLC is an SEC registered investment adviser based in San Francisco, CA, registered since 2013. It reports $2B in assets under management across 290,887 accounts, with 114 employees. It has 108 investment adviser representatives.

Reported AUM

$2B

Discretionary

100%

Accounts

290,887

Average account

$7K

Employees

114

Advisory reps

108

Registered since

2013

Jurisdictions

52

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Periodicals or Newsletters

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Percentage of Assets. Sponsors a wrap fee program.

Executive officers 2 of 2

• Ryan Burke President CRD 5016797
• Mark Seffinger Chief Compliance Officer CRD 2294049

Advisory reps 3 of 108

• Jerome Lemont Abbott Registered Rep · Investment Adviser Rep CRD 7751210
• Angelo Michael Aguda Registered Rep · Investment Adviser Rep CRD 7702105
• Ali Aldifahi Registered Rep · Investment Adviser Rep CRD 7787923

105 more advisory reps, with emails, phones and branch locations

Location

Headquarters

234 1st St
San Francisco, CA 94105

County

San Francisco

Metro area

San Francisco-Oakland-Berkeley, CA

Region

West

Registrations

• SEC registered
• Registered in 52 jurisdictions

Every state, with registration dates

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