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SOFI WEALTH LLC

SAN FRANCISCO, CA · CRD 167958 · IAPD ↗ · 855-525-7634

$2.05BRegulatory AUM
15Advisory reps
114Employees
7600Clients
More than 500Planning clients
0Private funds
52States
4Disclosures
wealthSegment
ApprovedSEC status

Filing changes

67
April 2026 — SOFI WEALTH LLC reported RAUM up 39% ($1.48B -> $2.05B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
75
April 2026 — SOFI WEALTH LLC grew from 10 to 15 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
January 2025 — SOFI WEALTH LLC crossed $1B in regulatory AUM ($943.5M -> $1.37B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
66
April 2024 — SOFI WEALTH LLC reported RAUM up 41% ($671.3M -> $943.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.