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SORENSON IMPACT ADVISORY

SORENSON IMPACT ADVISORY, LLC

CRD 324124 · SEC 801-127087

Visit website

6330 S 3000 E - SUITE 630, SALT LAKE CITY, UT, 84121, United States

Phone

801-877-0915

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$255.1M

Discretionary AUM

$217.3M

Team

5 total employees; 2 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-26

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (institutions)Selection of other advisers

Client types

TypeClientsAUM
High net worth individuals5$43.2M
Charitable organizations3$211.9M

States served

UT

All web addresses on file

Official SEC filing: View on IAPD