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Refined Wealth Management

● SEC registered since 2021CRD 169563SEC# 801-120529Salt Lake City, UT
Export (members)
Reg. AUM
$188.7M
Employees
6
Accounts
1,125
Location
Salt Lake City, UT

Refined Wealth Management assets under management

Refined Wealth Management is a registered investment adviser overseen by the SEC based in Salt Lake City, UT. The firm has been registered since 2021. It reports $188.7 million in regulatory assets under management and employs 6 people.
www.refinedwm.comView on SEC.gov ↗

Refined Wealth Management owners & executives

1 reported
NameTitleOwnershipSince
Ryan Robert Larsen ControlChief Compliance OfficerOver 75%2013

Frequently asked questions

How much does Refined Wealth Management manage?

Refined Wealth Management reports $188.7 million in regulatory assets under management on its Form ADV.

How many employees does Refined Wealth Management have?

Refined Wealth Management reports 6 employees.

Where is Refined Wealth Management located?

Refined Wealth Management is based in Salt Lake City, UT and has been SEC-registered since 2021.

Does Refined Wealth Management disclose fund performance?

Refined Wealth Management is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address515 South 1000 East, Suite L2, Salt Lake City, UT 84102
Phone385-351-0200
Office hoursBy Appointment Only
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$165.1M
Non-discretionary$23.6M
Total (RAUM)$188.7M