Adviser and broker representative · Sofi Wealth LLC
Videsha Wade
CRD 6758126 · San Francisco, CA
At a glance
Videsha Wade is an investment adviser representative with Sofi Wealth LLC in San Francisco, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Videsha’s SEC record dates to 2025, about 1 years ago. Videsha is also registered as a broker representative.
Current advisory firm
- Sofi Wealth LLCSince August 2025San Francisco, CA · $2.0B in regulatory assets
SEC adviser record
- Registered since
- 2025 (1 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Videsha’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.