SourcingSourcing

SORENSON IMPACT ADVISORY, LLC

C49
CRD 324124·SEC 801-127087·SALT LAKE CITY, UT
AUM
$255.1M
$100M-$500M
Est. Revenue
$2.6M
@ 1% on AUM
Est. EBITDA
$765K
@ 30% margin
Est. Deal Value
$6.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SORENSON IMPACT ADVISORY, LLC
CRD
324124
SEC file #
801-127087
EIN
—
DBA names
Sorenson Impact Advisory

Economics

AUM
$255.1M
AUM band
$100M-$500M
AUM trajectory
'25'26
$232.8M → $255.1M▲ +10%
Client mix
Individuals High Net Worth5
Charitable Organizations3

Operations

Employees (total)
5
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'23'26
1 advisors → 2 advisors▲ +100%
Primary office
SALT LAKE CITY UT
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUM

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
linkedin.com/company/sorensonimpact(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SORENSON IMPACT FUNDS, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
SORENSON IMPACT FUNDS, LLC
MORALES, ANDREW, C
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:sorensonimpact.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Fidelity4
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Trust Company Affiliate
No

People (2)

2
Sercu, Lauren, Jane
IAR · Executive Officer · 2.5%
6887660
MORALES, ANDREW, C
Executive Officer · 2.5%
6431586