Angelo Michael Aguda
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 LLCJul 2026 to now
- Sofi Securities LLCJul 2026 to now
- The Vanguard Group, Inc.May 2026 to Jul 2026
- Vanguard Marketing CorporationMay 2026 to Jul 2026
- Etrade By Morgan StanleySep 2025 to May 2026
- Charles Schwab & Co.Mar 2023 to Sep 2025
- Charter Spectrum CommunicationsOct 2020 to Mar 2023
- UnemployedJun 2020 to Sep 2020
- QdobaApr 2019 to May 2020
- Arby'sAug 2018 to Mar 2019
- UpsOct 2017 to Jul 2018
- Kum N GoOct 2016 to Sep 2017
- Pine Creek High SchoolAug 2015 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
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
- 7702105
- Firm CRD
- 167958