# Sophos Wealth Management

Sophos Wealth Management is an other.

## Overview

- **Organization type:** other
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/scottcaufieldcfacpa

## Regulatory record

- **CRD number:** 313667
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/313667

## About

SOPHOS WEALTH MANAGEMENT is a state-registered investment adviser with $18 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.

## Questions

### Who operates investment decisions at Sophos Wealth Management?

No named principals or investment professionals have been publicly identified for Sophos Wealth Management. The firm has not disclosed its leadership structure, investment committee, or decision-makers in any public record.

### What is known about Sophos Wealth Management's investment strategy?

Public information does not exist regarding Sophos Wealth Management's asset-class preferences, stage focus, or geographic approach. The firm has not communicated whether it pursues direct investments, fund commitments, co-investments, or other structures.

### What is the underlying source of wealth for Sophos Wealth Management?

The origin of assets managed by Sophos Wealth Management has not been publicly disclosed. No connection to any specific family, fortune, or industry has been identified through open sources.

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- [Brown Investors Wealth Management](https://altss.com/profile/brown-investors-wealth-management)
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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/sophos-wealth-management

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