This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

other adviserderivedprivate_client_share=0.17 fund_share=0.0 institutional_share=0.83 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$255MItem 5.F on the latest filing (2026-03-26); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$217M

Private client RAUM

$43.2MderivedItem 5.D individuals plus high net worth individuals

Private client share

17%derivedprivate client RAUM over total RAUM

Advisors on IAPD

4

RAUM per advisor

$63.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

5

Advisory employees

2

Offices

0Schedule D 1.F, beyond the principal office

Accounts

8

Individual clients

0

High net worth clients

5

SEC number

801-127087

CRD

324124

Filings on the tape

7

First filed

Nov 22, 2022

Latest filed

Mar 26, 2026

Organised

Limited Liability Company, DE

• Occurred

  Mar 27, 2024
  Control person joined

  Louise Marcella Toronto (Chief Compliance Officer) appeared on Schedule A of Sorenson Impact Advisory

  Form ADVobserved 5 days ago
• Occurred

  Nov 22, 2022
  First Form ADV filing

  Sorenson Impact filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:705afa55-fb96-39cf-8524-8b6ea4395205

First observed

Nov 22, 2022

Last observed

Mar 26, 2026 5 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.