SOFI Wealth LLC
Legal Name: SOFI WEALTH LLC
Full Contact Details
SOFI Wealth LLC
ONE LETTERMAN DRIVE, BUILDING A, SUITE 4700, SAN FRANCISCO, CA
855-525-7634
415-520-9772
Other Info
SOFI Wealth LLC is a Limited Liability Company based in Delaware with 20 employees, all of whom work in advisory roles. Their number of clients is undisclosed, but the company has received SEC approval, as reported on June 14, 2013. If you're looking for a firm that is legally dependable with a small, focused team providing financial advice, SOFI Wealth LLC is a possibility.
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SoFi | Save, spend, borrow, and invest all in one app! Need support? Chat us at us.sofi.com/chat. Please don’t share acct or SSN numbers. NMLS #1121636. Terms and conditions: sofi.com/legal
Direct Owners
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DIMPLE ANDERSON
CHIEF COMPLIANCE OFFICER owns less than 5%
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JOHN DAVIS GARDNER
PRESIDENT owns less than 5%
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SOCIAL FINANCE INC.
100% OWNER/SOLE MEMBER owns 75% or more
Indirect Owners
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SOFTBANK GROUP CAPITAL LIMITED
PARENT COMPANY OF THE INVESTMENT ADVISER FIRM. owns more than 25% but less than 50%
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SOFTBANK GROUP CORP.
OWNER OF INDIRECT OWNER OF SOCIAL FINANCE INC. owns 75% or more
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