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Sorenson Impact Advisory, LLC

● SEC registered since 2023CRD 324124SEC# 801-127087Salt Lake City, UT
Export (members)
Reg. AUM
$232.8M
Employees
5
Accounts
6
Location
Salt Lake City, UT

Sorenson Impact Advisory, LLC assets under management

Sorenson Impact Advisory, LLC is an SEC-registered investment adviser based in Salt Lake City, UT. The firm has been registered since 2023. It reports $232.8 million in regulatory assets under management and employs 5 people.
www.linkedin.com/company/sorensonimpactView on SEC.gov ↗

Sorenson Impact Advisory, LLC owners & executives

3 reported
NameTitleOwnershipSince
Andrew C Morales ControlChief Compliance OfficerUnder 5%2025
Lauren Jane Sercu ControlPartner And CioUnder 5%2022
Sorenson Impact Funds, LLC ControlOwner And Managing MemberOver 75%2022

Frequently asked questions

How much does Sorenson Impact Advisory, LLC manage?

Sorenson Impact Advisory, LLC reports $232.8 million in regulatory assets under management on its Form ADV.

How many employees does Sorenson Impact Advisory, LLC have?

Sorenson Impact Advisory, LLC reports 5 employees.

Where is Sorenson Impact Advisory, LLC located?

Sorenson Impact Advisory, LLC is based in Salt Lake City, UT and has been SEC-registered since 2023.

Does Sorenson Impact Advisory, LLC disclose fund performance?

Sorenson Impact Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address6330 S 3000 E - Suite 630, Salt Lake City, UT 84121
Phone801-877-0915
Office hours9a.m.-5p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$203.5M
Non-discretionary$29.4M
Total (RAUM)$232.8M