Raymond James & Associates
45yrs
Top advisor by experience in Cottonwood Heights
4yrs
Dat Quach
Financial advisor at Sofi Wealth
Dat Quach has worked in the financial industry for 4 years and is a fiduciary financial advisor based in Cottonwood Heights, Utah. After a year at Morgan Stanley and a year at Merrill Lynch, Pierce, Fenner & Smith, Dat joined Sofi Wealth in 2025, a firm offering financial planning, investment management, and educational workshops. The firm is paid through a percentage of assets.
One of 132 advisors with offices in Cottonwood Heights, and one of 128 fiduciaries.
At a glance
Experience4 years (since 2023)
How that compares ?4 years in the industry
Office2750 E Cottonwood Parkway Suite 300, Cottonwood Heights, UT 84121
FirmSofi Wealth
How the firm is paid ?Percent of assets
Typical client at the firm ?$8,060
Advisors at the firm110
States licensed ?1 state
Services through Sofi Wealth
Financial planningInvestment management for individuals and small businessesNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Dec 2025 – nowSofi Wealth LLCCurrent firm
- May 2025 – Nov 2025Morgan StanleyPreviously
- Apr 2023 – Mar 2024
Questions to ask Dat
Tailored to Dat’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Dat
How do I contact Dat?
Call Sofi Wealth at 855-525-7634 and ask for Dat Quach. Dat works from the Cottonwood Heights, UT office.
How long has Dat been a financial advisor?
Dat has been in the industry since 2023, about 4 years. 4 years in the industry.
What licenses does Dat hold?
Series 66. Tap any license on this page to see what it allows.
Is Dat a fiduciary?
Dat is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Dat paid?
Sofi Wealth reports being paid by a percentage of the assets they manage. Ask Dat for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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