SOFI WEALTH LLC
CRD #167958 SEC #801-78185 SAN FRANCISCO, CA 855-525-7634
SEC Registered
Total AUM
$1.5B
Discretionary
$1.5B
Employees
80
Clients
--
Accounts
279,216
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $1.5B | $1.5B | $0 | 80 | 6,700 |
| Dec 2024 | $1.4B | $1.4B | $0 | 70 | 6,000 |
| Nov 2024 | $943.5M | $943.5M | $0 | 70 | 6,000 |
| Jul 2024 | $943.5M | $943.5M | $0 | 70 | 6,000 |
| Mar 2024 | $943.5M | $943.5M | $0 | 70 | 6,000 |
| Mar 2023 | $671.3M | $671.3M | $0 | 70 | 8,400 |
| Jan 2023 | $642.1M | $642.1M | $0 | 47 | 5,500 |
| Nov 2022 | $642.1M | $642.1M | $0 | 47 | 5,500 |
| Aug 2022 | $642.1M | $642.1M | $0 | 47 | 5,500 |
| Jul 2022 | $642.1M | $642.1M | $0 | 47 | 5,500 |
| Mar 2022 | $642.1M | $642.1M | $0 | 47 | 5,500 |
| Jan 2022 | $523.2M | $523.2M | $0 | 47 | 6,076 |
| Sep 2021 | $523.2M | $523.2M | $0 | 47 | 6,076 |
| Jun 2021 | $426.4M | $426.4M | $0 | 47 | 6,500 |
| Mar 2021 | $338.7M | $338.7M | $0 | 47 | 6,200 |
| Nov 2020 | $202.9M | $202.9M | $0 | 25 | 4,000 |
| Sep 2020 | $202.9M | $202.9M | $0 | 25 | 4,000 |
| Jun 2020 | $138.4M | $138.4M | $0 | 25 | 4,000 |
| Jun 2020 | $138.4M | $138.4M | $0 | 25 | 4,000 |
| Mar 2020 | $138.4M | $138.4M | $0 | 25 | 4,000 |
| Sep 2019 | $105.6M | $105.6M | $0 | 20 | 0 |
| Jun 2019 | $79.4M | $79.4M | $0 | 20 | 0 |
| May 2019 | $79.4M | $79.4M | $0 | 20 | 0 |
| May 2019 | $79.4M | $79.4M | $0 | 20 | 0 |
| Apr 2019 | $79.4M | $79.4M | $0 | 20 | 0 |
| Mar 2019 | $79.4M | $79.4M | $0 | 20 | 0 |
| Aug 2018 | $43.5M | $43.5M | $0 | 49 | 0 |
| Jun 2018 | $43.5M | $43.5M | $0 | 49 | 0 |
| Apr 2018 | $43.5M | $43.5M | $0 | 49 | 0 |
| Feb 2018 | $43.5M | $43.5M | $0 | 49 | 0 |
| Feb 2018 | $43.5M | $43.5M | $0 | 49 | 0 |
| Jan 2018 | $12.2M | $12.2M | $0 | 13 | 0 |
| Sep 2017 | $12.2M | $12.2M | $0 | 13 | 2,900 |
| Sep 2017 | $12.2M | $12.2M | $0 | 13 | 2,900 |
| Aug 2017 | $12.2M | $12.2M | $0 | 13 | 2,900 |
| Jun 2017 | $12.2M | $12.2M | $0 | 13 | 2,900 |
| Apr 2017 | $12.2M | $12.2M | $0 | 13 | 2,900 |
| Apr 2017 | $12.2M | $12.2M | $0 | 13 | 2,900 |
| Mar 2017 | $12.2M | $12.2M | $0 | 13 | 2,900 |
| Nov 2016 | $3M | $3M | $0 | 6 | 11 |
| Sep 2016 | $3M | $3M | $0 | 6 | 11 |
| Jun 2016 | $3M | $3M | $0 | 6 | 11 |
| Mar 2016 | $728K | $728K | $0 | 6 | 11 |
| Dec 2014 | $0 | $0 | $0 | 2 | 0 |
| Jan 2014 | $0 | $0 | $0 | 2 | 0 |
| Oct 2013 | $0 | $0 | $0 | 2 | 0 |
| Sep 2013 | $0 | $0 | $0 | 2 | 0 |
| Sep 2013 | $0 | $0 | $0 | 4 | 0 |
| Jun 2013 | $0 | $0 | $0 | 4 | 0 |
| Jun 2013 | $0 | $0 | $0 | 4 | 0 |
| Jun 2013 | $0 | $0 | $0 | 4 | 0 |
| Jun 2013 | $0 | $0 | $0 | 4 | 0 |
DateFeb 2025
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees80
Clients6,700
DateDec 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees70
Clients6,000
DateNov 2024
Total AUM$943.5M
Discretionary$943.5M
Non-Disc.$0
Employees70
Clients6,000
DateJul 2024
Total AUM$943.5M
Discretionary$943.5M
Non-Disc.$0
Employees70
Clients6,000
DateMar 2024
Total AUM$943.5M
Discretionary$943.5M
Non-Disc.$0
Employees70
Clients6,000
DateMar 2023
Total AUM$671.3M
Discretionary$671.3M
Non-Disc.$0
Employees70
Clients8,400
DateJan 2023
Total AUM$642.1M
Discretionary$642.1M
Non-Disc.$0
Employees47
Clients5,500
DateNov 2022
Total AUM$642.1M
Discretionary$642.1M
Non-Disc.$0
Employees47
Clients5,500
DateAug 2022
Total AUM$642.1M
Discretionary$642.1M
Non-Disc.$0
Employees47
Clients5,500
DateJul 2022
Total AUM$642.1M
Discretionary$642.1M
Non-Disc.$0
Employees47
Clients5,500
DateMar 2022
Total AUM$642.1M
Discretionary$642.1M
Non-Disc.$0
Employees47
Clients5,500
DateJan 2022
Total AUM$523.2M
Discretionary$523.2M
Non-Disc.$0
Employees47
Clients6,076
DateSep 2021
Total AUM$523.2M
Discretionary$523.2M
Non-Disc.$0
Employees47
Clients6,076
DateJun 2021
Total AUM$426.4M
Discretionary$426.4M
Non-Disc.$0
Employees47
Clients6,500
DateMar 2021
Total AUM$338.7M
Discretionary$338.7M
Non-Disc.$0
Employees47
Clients6,200
DateNov 2020
Total AUM$202.9M
Discretionary$202.9M
Non-Disc.$0
Employees25
Clients4,000
DateSep 2020
Total AUM$202.9M
Discretionary$202.9M
Non-Disc.$0
Employees25
Clients4,000
DateJun 2020
Total AUM$138.4M
Discretionary$138.4M
Non-Disc.$0
Employees25
Clients4,000
DateJun 2020
Total AUM$138.4M
Discretionary$138.4M
Non-Disc.$0
Employees25
Clients4,000
DateMar 2020
Total AUM$138.4M
Discretionary$138.4M
Non-Disc.$0
Employees25
Clients4,000
DateSep 2019
Total AUM$105.6M
Discretionary$105.6M
Non-Disc.$0
Employees20
Clients0
DateJun 2019
Total AUM$79.4M
Discretionary$79.4M
Non-Disc.$0
Employees20
Clients0
DateMay 2019
Total AUM$79.4M
Discretionary$79.4M
Non-Disc.$0
Employees20
Clients0
DateMay 2019
Total AUM$79.4M
Discretionary$79.4M
Non-Disc.$0
Employees20
Clients0
DateApr 2019
Total AUM$79.4M
Discretionary$79.4M
Non-Disc.$0
Employees20
Clients0
DateMar 2019
Total AUM$79.4M
Discretionary$79.4M
Non-Disc.$0
Employees20
Clients0
DateAug 2018
Total AUM$43.5M
Discretionary$43.5M
Non-Disc.$0
Employees49
Clients0
DateJun 2018
Total AUM$43.5M
Discretionary$43.5M
Non-Disc.$0
Employees49
Clients0
DateApr 2018
Total AUM$43.5M
Discretionary$43.5M
Non-Disc.$0
Employees49
Clients0
DateFeb 2018
Total AUM$43.5M
Discretionary$43.5M
Non-Disc.$0
Employees49
Clients0
DateFeb 2018
Total AUM$43.5M
Discretionary$43.5M
Non-Disc.$0
Employees49
Clients0
DateJan 2018
Total AUM$12.2M
Discretionary$12.2M
Non-Disc.$0
Employees13
Clients0
DateSep 2017
Total AUM$12.2M
Discretionary$12.2M
Non-Disc.$0
Employees13
Clients2,900
DateSep 2017
Total AUM$12.2M
Discretionary$12.2M
Non-Disc.$0
Employees13
Clients2,900
DateAug 2017
Total AUM$12.2M
Discretionary$12.2M
Non-Disc.$0
Employees13
Clients2,900
DateJun 2017
Total AUM$12.2M
Discretionary$12.2M
Non-Disc.$0
Employees13
Clients2,900
DateApr 2017
Total AUM$12.2M
Discretionary$12.2M
Non-Disc.$0
Employees13
Clients2,900
DateApr 2017
Total AUM$12.2M
Discretionary$12.2M
Non-Disc.$0
Employees13
Clients2,900
DateMar 2017
Total AUM$12.2M
Discretionary$12.2M
Non-Disc.$0
Employees13
Clients2,900
DateNov 2016
Total AUM$3M
Discretionary$3M
Non-Disc.$0
Employees6
Clients11
DateSep 2016
Total AUM$3M
Discretionary$3M
Non-Disc.$0
Employees6
Clients11
DateJun 2016
Total AUM$3M
Discretionary$3M
Non-Disc.$0
Employees6
Clients11
DateMar 2016
Total AUM$728K
Discretionary$728K
Non-Disc.$0
Employees6
Clients11
DateDec 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJan 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateOct 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateSep 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateSep 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJun 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJun 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJun 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJun 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0