A complete list of active advisors currently associated with Sophos Wealth Management

Warmer can help you find a great advisor at Sophos Wealth Management or one who fits your needs even better.

Sophos Wealth Management, LLC, registered in 2021, provides discretionary portfolio management and comprehensive financial planning to individuals, high‑net‑worth individuals, and trusts. The firm manages roughly $17.5 million across a small number of client relationships and operates under written discretionary authority to execute trades consistent with each client’s objectives and guidelines. Investment decisions are grounded in fundamental analysis and an asset‑allocation framework that considers equities, fixed income, alternatives and cash, with account reviews conducted at least quarterly and suitability information documented and updated periodically. The firm explicitly notes a willingness to hold elevated cash and short‑term Treasury positions when its analysis finds few attractive values or when overall market valuations appear high. Distinctive aspects include a recent material amendment disclosed in Item 2 of the brochure updating the firm’s standard fee schedule, a disclosure event that is relatively uncommon among peers. The firm also relies on an institutional custody/platform relationship, offers hourly consulting separate from managed accounts, and emphasizes tax‑aware analysis informed by its principal’s CPA and CFA credentials.

To learn more about the advisors currently working at Sophos Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Scott Caufield	Woodinville, WA	14

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