Sophos Wealth Management

Sophos Wealth Management (CRD# 313667) is a financial advisory firm headquartered in , . They manage $8,800,000 in 57 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.linkedin.com/in/scottcaufieldcfacpa/
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    57
    ACCOUNTS
  • Average Account Value
    $154,386
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Sophos Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Scott Caufield, financial advisor Woodinville WA
Scott P. Caufield
CRD#: 5840914
Woodinville, WA

Scott Caufield (CRD# 5840914) is an Investment Advisor Representative working at Sophos Wealth Management in Woodinville, WA and has over 13 years of experience in the finance industry.

2
Aaron Starr, financial advisor Woodinville WA
Aaron Starr
CRD#: 7476709
Woodinville, WA

Aaron Starr (CRD# 7476709) is an Investment Advisor Representative working at Sophos Wealth Management in Woodinville, WA and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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