AdFi
SW

SOFI Wealth LLC

SEC Registered
San Francisco, CA855-525-7634
Assets Under Management
$1B–$5B
Office Locations
5 offices
Total Accounts
290887

About the firm

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net Worth

Leadership

Social Finance Inc.
100% OWNER/SOLE MEMBER
Scott Chandler Williams
PRESIDENT AND CHIEF COMPLIANCE OFFICER

Office locations

5 offices in 5 states
CA
San FranciscoHQ
NY
New York
FL
Jacksonville
UT
Cottonwood Heights
DE
Claymont

Advisors at this firm

Showing 100 of 111

Carlos Dardon
Investment Adviser Representative
Dual-registered
Joshua J Hendricks
Investment Adviser Representative
Dual-registered
John Cain
Investment Adviser Representative
Dual-registered
Tyler Clark
Investment Adviser Representative
Dual-registered
Michael Zeller
Investment Adviser Representative
Dual-registered
Johnny Francesco Mazzeo
Investment Adviser Representative
Dual-registered
Jeremy Eric Johansen
Investment Adviser Representative
Dual-registered
Justin Aaron Raleigh
Investment Adviser Representative
Dual-registered
Richard Chad Jones
Investment Adviser Representative
Dual-registered
David Shawn Newsome
Investment Adviser Representative
Dual-registered
Christopher Dean Bingham
Investment Adviser Representative
Dual-registered
Candice Lee Gilman
Investment Adviser Representative
Dual-registered
Jason Hinesley
Investment Adviser Representative
Dual-registered
Amanda Holder- Williams
Investment Adviser Representative
Dual-registered
Brian Michael Walsh
Investment Adviser Representative
Dual-registered
Max Kimball
Investment Adviser Representative
Dual-registered
Gregory Matthew Palmieri
Investment Adviser Representative
Dual-registered
Elizabeth Faye Bartlett
Investment Adviser Representative
Dual-registered
Eugene Morris Jr
Investment Adviser Representative
Dual-registered
Stefanie Nicole Swezey
Investment Adviser Representative
Dual-registered
Lauren Anastasio
Investment Adviser Representative
Dual-registered
Ryan Kent Tuttle
Investment Adviser Representative
Dual-registered
Robert Gilbert
Investment Adviser Representative
Dual-registered
Christopher Matthew Patzelt-Russo
Investment Adviser Representative
Dual-registered
Elizabeth Frances Thomas
Investment Adviser Representative
Dual-registered
Joshua Glenn Clayton
Investment Adviser Representative
Dual-registered
Kristina Hoglund
Investment Adviser Representative
Dual-registered
Robert Marshall Hill
Investment Adviser Representative
Dual-registered
Erin Elizabeth Daniel
Investment Adviser Representative
Dual-registered
Marcus Minsky
Investment Adviser Representative
Dual-registered
Royce Guerrero
Investment Adviser Representative
Dual-registered
Roland Miller
Investment Adviser Representative
Dual-registered
Charles R Hall
Investment Adviser Representative
Dual-registered
Jacquelyn Ruth Kesterson
Investment Adviser Representative
Dual-registered
Susana Vasquez Franco
Investment Adviser Representative
Dual-registered
Gentian Plaku
Investment Adviser Representative
Dual-registered
Jami Liebl
Investment Adviser Representative
Dual-registered
Nikita A Shah
Investment Adviser Representative
Dual-registered
Ray Valerio
Investment Adviser Representative
Dual-registered
Andrew Adam Evener
Investment Adviser Representative
Dual-registered
Robert Earl Brabson III
Investment Adviser Representative
Dual-registered
Jorge Batista De Oliveira Neto
Investment Adviser Representative
Dual-registered
Filip Domazet
Investment Adviser Representative
Dual-registered
William Wayne Patterson
Investment Adviser Representative
Dual-registered
Christopher Lee McGoogin
Investment Adviser Representative
Dual-registered
Eduardo Alfaro
Investment Adviser Representative
Dual-registered
Brock Willis
Investment Adviser Representative
Dual-registered
Brandon Drew Petersen
Investment Adviser Representative
Dual-registered
Patrick Domenic Ricci
Investment Adviser Representative
Investment Adviser Representative
Peter Kendrick
Investment Adviser Representative
Dual-registered
Daniel Renner
Investment Adviser Representative
Dual-registered
Dillon Dutkanych
Investment Adviser Representative
Dual-registered
Melinda Guadalupe Cao
Investment Adviser Representative
Dual-registered
Jediah Powers
Investment Adviser Representative
Dual-registered
Cody James Della Rocca
Financial Professional
Mason Bennett Drakos
Investment Adviser Representative
Dual-registered
Videsha Wade
Investment Adviser Representative
Dual-registered
Brian Winslow
Investment Adviser Representative
Dual-registered
Christine Lee
Investment Adviser Representative
Dual-registered
Alexander Joseph
Investment Adviser Representative
Dual-registered
Kenzie Major
Investment Adviser Representative
Dual-registered
Theresa Jeanette Combs
Investment Adviser Representative
Dual-registered
Mikel Trapp
Investment Adviser Representative
Dual-registered
Salvador Fernandez
Investment Adviser Representative
Dual-registered
Nan Guo
Investment Adviser Representative
Dual-registered
Kendall Meade
Investment Adviser Representative
Dual-registered
Joseph Dennis Cowper
Investment Adviser Representative
Dual-registered
John Bernadin
Investment Adviser Representative
Dual-registered
Spencer Larsen
Investment Adviser Representative
Dual-registered
Alex Baker
Investment Adviser Representative
Dual-registered
Steven D Klatt-Donohoe
Investment Adviser Representative
Dual-registered
Jackson Levi Leitzinger
Investment Adviser Representative
Dual-registered
Sami Huseinovic
Investment Adviser Representative
Dual-registered
Alexander Meldrum
Investment Adviser Representative
Dual-registered
Michael Maher
Investment Adviser Representative
Dual-registered
Matthew Eddington
Investment Adviser Representative
Dual-registered
Jarrett Nielsen
Investment Adviser Representative
Dual-registered
Jonathan Garcia
Investment Adviser Representative
Dual-registered
Brandon P Milliken
Investment Adviser Representative
Dual-registered
Jared S Butler
Investment Adviser Representative
Dual-registered
Ahmed Elsayed
Investment Adviser Representative
Dual-registered
Joshua Roberts
Investment Adviser Representative
Dual-registered
Spencer Page
Investment Adviser Representative
Dual-registered
Nicholas Tramazzo
Investment Adviser Representative
Dual-registered
Mario Mollanji
Investment Adviser Representative
Dual-registered
Oscar Chavarria
Investment Adviser Representative
Dual-registered
Palmer Randolph
Investment Adviser Representative
Dual-registered
Brian Woolston
Investment Adviser Representative
Dual-registered
Jamar Brown
Investment Adviser Representative
Dual-registered
Mario Ismailanji
Investment Adviser Representative
Dual-registered
Christopher Trufant
Investment Adviser Representative
Dual-registered
Aidan Neuenswander
Investment Adviser Representative
Dual-registered
Ryan Richardson
Investment Adviser Representative
Dual-registered
Edziel Richard Bibiano
Investment Adviser Representative
Dual-registered
Katherine Bilodeau
Investment Adviser Representative
Dual-registered
Benedikt Haid
Investment Adviser Representative
Dual-registered
Larry Novofastovsky
Investment Adviser Representative
Dual-registered
Thomas Kurkewicz
Investment Adviser Representative
Dual-registered
Christian Webley
Investment Adviser Representative
Dual-registered
Benjamin Beasley
Investment Adviser Representative
Dual-registered

Regulatory & compliance

CRD number
#167958
SEC Number
801-78185
Disciplinary History
No
Fees & Minimums
Fee arrangements the firm reports: AUM

Data as of July 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SOFI Wealth LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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SOFI Wealth in San Francisco, CA - Fees, Services & Advisors