LP Profile

SoFi Wealth

Also known as sofi wealth

Wealth ManagerSan Francisco, United StatesFounded 2013
San Francisco
Headquarters
Investment Focus

About SoFi Wealth

Check out The Sofi Guide to Investing Intelligently and find out how to make your money work harder for you.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to SoFi Wealth from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$2.0B
Total Clients
290,887
Filing Date
March 27, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to SoFi Wealth across SEC, IRS, DOL and international registers — newest first.

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FAQ

Frequently asked questions

What type of investor is SoFi Wealth?

SoFi Wealth is a wealth manager based in San Francisco, United States.

Where is SoFi Wealth headquartered?

SoFi Wealth is headquartered in San Francisco, United States.

When was SoFi Wealth founded?

SoFi Wealth was founded in 2013.

How can I contact SoFi Wealth?

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