SORENSON IMPACT ADVISORY, LLC
Legal name: SORENSON IMPACT ADVISORY
CRD #324124 SEC #801-127087 SALT LAKE CITY, UT 801-877-0915
SEC Registered
Total AUM
$232.8M
Discretionary
$203.5M
Employees
5
Clients
--
Accounts
6
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $232.8M | $203.5M | $29.4M | 5 | 0 |
| Mar 2025 | $232.8M | $203.5M | $29.4M | 5 | 0 |
| Aug 2024 | $224.6M | $198.4M | $26.2M | 4 | 0 |
| Mar 2024 | $224.6M | $198.4M | $26.2M | 4 | 0 |
| Mar 2023 | $159.4M | $159.4M | $0 | 4 | 0 |
| Nov 2022 | $0 | $0 | $0 | 3 | 0 |
DateAug 2025
Total AUM$232.8M
Discretionary$203.5M
Non-Disc.$29.4M
Employees5
Clients0
DateMar 2025
Total AUM$232.8M
Discretionary$203.5M
Non-Disc.$29.4M
Employees5
Clients0
DateAug 2024
Total AUM$224.6M
Discretionary$198.4M
Non-Disc.$26.2M
Employees4
Clients0
DateMar 2024
Total AUM$224.6M
Discretionary$198.4M
Non-Disc.$26.2M
Employees4
Clients0
DateMar 2023
Total AUM$159.4M
Discretionary$159.4M
Non-Disc.$0
Employees4
Clients0
DateNov 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0