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SORENSON IMPACT ADVISORY

SALT LAKE CITY, UT · CRD 324124 · IAPD ↗ · 801-877-0915

$255.1MRegulatory AUM
2Advisory reps
5Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2025 — SORENSON IMPACT is now doing business as SORENSON IMPACT ADVISORY.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
63
April 2024 — SORENSON IMPACT reported RAUM up 41% ($159.4M -> $224.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.