Spencer Page
Investment adviser representative at Sofi Wealth LLC
11 yearsExperience
1 stateRegistered in
$2BFirm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Sofi Wealth, LLCApr 2021 to now
- Sofi Securities, LLCApr 2021 to now
- Wells Fago Clearing Services LLCMay 2020 to Apr 2021
- Rhi General GroupMay 2020 to Aug 2020
- Horrocks EngineersJul 2019 to May 2020
- Assure ServicesMay 2019 to Aug 2019
- University of UtahJan 2018 to Aug 2019
- Jimmy John'sOct 2017 to May 2019
- Discover Financial ServicesJan 2017 to Oct 2017
- CaptioncallJan 2015 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (UT).
Sofi Wealth LLC
$2BAssets managed
254,020Clients
110Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7262938
- Firm CRD
- 167958