Joshua Roberts
Joshua Roberts is a registered investment advisor at Sofi Wealth LLC, based in Cottonwood Heights, UT, with 5 years of industry experience. Joshua is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Education Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 254,020 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
Fee is charged at a flat annual rate of 0.25% on invested balances and is non-negotiable.
Fee Estimator
Location
2750 E Cottonwood Parkway, Suite 300, Cottonwood Heights, UT, 84121
Get directionsHistory
Regulatory History (2)
Financial
July 2026Judgment / Lien
May 2026Employment History
Current Registrations
Sofi Wealth LLC
Sofi Securities LLCBroker
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Fidelity Brokerage Services LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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