Sorenson Impact Advisory, LLC
● SEC registered since 2023CRD 324124SEC# 801-127087Salt Lake City, UT
Reg. AUM
$424.3M
Employees
8
Accounts
16
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 $424.3 million in regulatory assets under management and employs 8 people.
Sorenson Impact Advisory, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kristin Marie Viola Control | Chief Compliance Officer And Partner | Under 5% | 2026 |
| Lauren Jane Sercu Control | Partner And Cio | Under 5% | 2022 |
| Sorenson Impact Funds, LLC Control | Owner And Managing Member | Over 75% | 2022 |
Frequently asked questions
How much does Sorenson Impact Advisory, LLC manage?
Sorenson Impact Advisory, LLC reports $424.3 million in regulatory assets under management on its Form ADV.
How many employees does Sorenson Impact Advisory, LLC have?
Sorenson Impact Advisory, LLC reports 8 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
| Address | 6330 S 3000 E - Suite 630, Salt Lake City, UT 84121 |
| Phone | 801-877-0915 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$424.3M▲ 82%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 52%
Larger than 48% of 16,389 advisers
EmployeesTop 47%
More than 53% of 16,799 advisers
Assets under management
$424.3Mregulatory AUM
Discretionary $356MNon-discretionary $68.3M