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| Happy Holidays!! thanks for using AUM13F!! |
| Sorenson Impact Advisory LLC
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|---|---|
| CRD # | 324124 |
| SEC # | 801-127087 |
| CIK # | |
| AUM | $232.8 M (2025-03-07) |
| Employees | 5 (20% Investors, 0% Brokers) |
| Phone | 801-877-0915 |
| Address | 6330 S 3000 E Suite 630 Salt Lake City, UT 84121 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 3 | 29.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 203.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 6 | 232.8 |
| By Discretionary | ||
| Discretionary | 3 | 203.5 |
| Non-Discretionary | 3 | 29.4 |
| Total | 6 | 232.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 232.8 | |
| Total | 6 | 232.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Bullock Wealth Management Group Inc
✚
|
IN | 0.2 |
|
CW O'Conner Wealth Advisors Inc
✚
|
GA | 0.2 |
|
Capstone Wealth Management Group LLC
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|
OR | 0.2 |
|
Riverbend Wealth Management LLC
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|
SC | 0.2 |
|
Worth Financial Advisory Group LLC
✚
|
NC | 0.2 |
|
Cushing Capital Partners LLC
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|
WI | 0.2 |
|
Mission Financial Group LLC
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|
NV | 0.2 |
|
Carbon Collective Investing LLC
✚
|
CA | 0.2 |
|
Flatrock Wealth Partners LLC
✚
|
CA | 0.2 |
|
Security First Advisors Inc
✚
|
OR | 0.2 |