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SORENSON IMPACT ADVISORY
Legal name: SORENSON IMPACT ADVISORY, LLC
CRD 324124File 801-127087
APPROVED
Retail clients
Filing as of Mar 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$255.1M
Below cohort median (national)
Discretionary AUM
$217.3M
Non-discretionary $37.8M
Clients
8
8 accounts
Employees
5
Below cohort median in UT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Jan 3, 2023
- Principal office
- 6330 S 3000 E - SUITE 630, SALT LAKE CITY, UT, 84121
- Phone
- 801-877-0915
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $255.1M
- Discretionary AUM
- $217.3M
- Non-discretionary AUM
- $37.8M
- Discretionary accounts
- 6
- Non-discretionary accounts
- 2
- Total accounts
- 8
- AUM per client
- $31.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $211.9M |
| High net worth individuals | 5 | $43.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.