Sofi Wealth LLC

$2.05BAssets under management
as of Jul 2026 · SEC Form ADV
San Francisco, CA
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Tech stack

No one at Sofi Wealth LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Apex Clearing
Per Form ADV · $944M held · filed Dec 2024