SALT LAKE CITY, UTCRD 324124Latest ADV March 26, 2026
Sorenson Impact Advisory is an SEC registered investment adviser organized as a limited liability company with a primary office location in Salt Lake City, UT. Its latest Form ADV filing, dated March 26, 2026, reports $255M in regulatory assets under management, 5 employees, and 8 accounts.
Assets Under Management
$255M
Employees
5
Offices
--
Total Clients
8
Primary office
SALT LAKE CITY, UT
6330 S 3000 E - SUITE 630, SALT LAKE CITY, UT, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 62.5% of total clients.
Top client categories% of clientsClients
1
HNWI
62.5%
5
2
Charitable
37.5%
3
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$255Mas of March 26, 2026
Discretionary85.2%
$217M
85% of total RAUM85.2%
Non-discretionary14.8%
$38M
15% of total RAUM14.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$255M
Total Accounts8
10Y AUM Change+$255M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee2:1
10Y Employee Change+2 (+66.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.