SOFI WEALTH LLC
SEC file number 801-78185
· SAN FRANCISCO, CA
https://sofi.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$943.5M
Discretionary AUM
$943.5M
Employees
70
Clients
6000
Firm
- Address
- 234 1ST STREET
SAN FRANCISCO, CA 94105 - Phone
- —
- Website
- https://sofi.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 1, 2026
Possible Form D name matches (not verified)
- Suma Wealth, Inc. Medium name-match confidence · CIK 1898475 · CA
-
Suma Wealth, Inc. · D · Nov 25, 2025$6.9M