| 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 |
Sofi Wealth LLC reports $1.5 billion in regulatory assets under management on its Form ADV.
Sofi Wealth LLC reports 80 employees.
Sofi Wealth LLC is based in San Francisco, CA and has been SEC-registered since 2013.
Sofi Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $1.48B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.48B |