Sorenson Impact Advisory
Sorenson Impact Advisory is an SEC-registered ria in Salt Lake City, UT with $255.1M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Sorenson Impact Advisory: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 324124, SEC 801-127087, data through 2026-03-26.
- AUM (assets under management / regulatory AUM)
- $255.1M (2026-03-26)
- Firm type
- Ria
- Location
- Salt Lake City, UT
- Employees
- 5
- Clients
- 8
- CRD
- 324124
- Ownership
- Sercu, Lauren, Jane; TORONTO, MARCELLA, LOUISE; SORENSON IMPACT FUNDS, LLC; MORALES, ANDREW, C
How much AUM does Sorenson Impact Advisory have?
Sorenson Impact Advisory reported $255.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-26).
Who owns Sorenson Impact Advisory?
Disclosed owners and executives of Sorenson Impact Advisory include Sercu, Lauren, Jane, TORONTO, MARCELLA, LOUISE, SORENSON IMPACT FUNDS, LLC, MORALES, ANDREW, C. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.