Sofi Wealth Llc

234 1ST STREET, San Francisco, California 94105

SEC CRD#167958

Last ADV filed: 02/27/2025

Verified Fiduciary

Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.

Fee-Only Verified

Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.

Additional Compensation Disclosed

This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.

Fee Structure

AUM-Based Fee0.25%of assets under management

Account Minimum$1Mto open an account

Detailed Fee Schedule

fee". Clients are charged an annual asset-based fee (the "wrap fee") at the rate of 0.25% based on the value of each account enrolled in the program. This fee is non-negotiable. It is payable monthly, in arrears, and is generally billed and collected on the first trading day of the follow

Source: Form ADV Part 2 Brochure

Compensation methods:

Percentage of AUM

Disciplinary Disclosures

This firm has 4 disclosures on record with the SEC.

Regulatory actions

A disclosure does not necessarily indicate wrongdoing. Verify details on SEC Adviser Info or FINRA BrokerCheck.

Compensation Transparency

Also offers proprietary investment products

These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.