# SORENSON IMPACT ADVISORY, LLC

SORENSON IMPACT ADVISORY, LLC of SALT LAKE CITY, UT is an SEC-registered investment adviser.

## Registration

- CRD: 324124
- Type: SEC-registered investment adviser
- SEC file number: 801-127087
- Location: 6330 S 3000 E - SUITE 630, SALT LAKE CITY, UT, 84121
- Phone: 801-877-0915
- Latest filing: 2026-03-26
- Regulatory AUM: $255.1M
- Discretionary AUM: $217.3M
- Non-discretionary AUM: $37.8M
- Clients: 5
- Accounts: 8

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Lauren Jane Sercu | PARTNER AND CIO; PARTNER, CIO, AND CCO | — |
| Andrew C Morales | CHIEF COMPLIANCE OFFICER | — |
| Sercu Lauren Jane | PARTNER AND CIO; PARTNER, CIO, AND CHIEF COMPLIANCE OFFICER | — |
| TORONTO MARCELLA LOUISE | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/324124/brochure
- Similar advisers: https://search.stillhousedata.com/firm/324124/similar
- Related entities: https://search.stillhousedata.com/firm/324124/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/324124

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.