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| Keyboard |
| Sorenson Impact Advisory LLC
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|---|---|
| CRD # | 324124 |
| SEC # | 801-127087 |
| CIK # | |
| AUM | 255.1 M (2026-03-26) |
| Employees | 5 (40% 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) | 5 | 43.2 |
| (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 | 211.9 |
| (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 | 8 | 255.1 |
| By Discretionary | ||
| Discretionary | 6 | 217.3 |
| Non-Discretionary | 2 | 37.8 |
| Total | 8 | 255.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 255.1 | |
| Total | 8 | 255.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Muirfield Wealth Advisors LLC
✚
|
NC | 255.8 M |
|
Delaware Avenue Wealth Planners LLC
✚
|
DE | 255.6 M |
|
Releve Financial Group LLC
✚
|
AZ | 255.6 M |
|
International Private Wealth Advisors LLC
✚
|
CA | 255.3 M |
|
Secured Retirement Advisors LLC
✚
|
MN | 255.1 M |
|
Pathwise Wealth Partners LLC
✚
|
CA | 255.0 M |
|
KOA Wealth Management LLC
✚
|
254.9 M | |
|
Modern Capital Advisors LLC
✚
|
NC | 254.8 M |
|
Cap Partners LLC
✚
|
TN | 254.7 M |
|
Hartmann Taylor Wealth Management LLC
✚
|
TX | 254.6 M |