Aidan Neuenswander
Investment adviser representative at Sofi Wealth LLC
10 yearsExperience
1 stateRegistered in
$2BFirm assets
13 yearsFirm in business
Are you Aidan Neuenswander? Claim your profile
Contact this firm
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
10 years in the industry.
- Sofi Wealth, LLCJul 2025 to now
- Sofi Securities, LLCJul 2025 to now
- LPL FinancialSep 2024 to Jul 2025
- Wells Fargo Clearing ServicesJan 2024 to Jul 2024
- Morgan StanleyJan 2023 to Nov 2023
- E*trade Securities LLCFeb 2022 to Nov 2023
- Washington Federal Inc/ Wafd BankJun 2019 to Jul 2020
- The University of UtahJan 2019 to Dec 2022
- Alpine Country Club / Troon GolfApr 2017 to Dec 2018
- UnemployedJan 2017 to Apr 2017
- My Fast PcDec 2016 to Jan 2017
- Vision SolarAug 2016 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2024
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
- 7493202
- Firm CRD
- 167958