SOFTWEALTH

SOFTWEALTH is an SEC-registered investment adviser (CRD 175315). Regulatory assets under management: $15.0M.

Registration

• CRD: 175315
• Type: Registered investment adviser
• Phone: 775-743-8899
• Latest filing: 2026-01-30
• Regulatory AUM: $15.0M
• Discretionary AUM: $14.0M
• Non-discretionary AUM: $1.0M
• Clients: 1
• Accounts: 25

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 175315 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search