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WEST RIM II UGP, LLC

LEHI, UT · CRD 339904 · IAPD ↗ · sorensoncapital.com · 801-407-8400

$1.77BRegulatory AUM
20Advisory reps
30Employees
0Clients
n/aPlanning clients
23Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

85
September 2026 — WEST RIM II UGP, LLC (LEHI, UT) is newly SEC-registered with $1.77B RAUM and 20 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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