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REFINED WEALTH MANAGEMENT
CRD 169563 · SEC 801-120529
515 SOUTH 1000 EAST, SUITE L2, SALT LAKE CITY, UT, 84102, United States
Phone
385-351-0200
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$210.9M
Discretionary AUM
$186.7M
Team
5 total employees; 3 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 337 | $78.6M |
| High net worth individuals | 71 | $132.3M |
States served
CA, CO, ID, NV, UT, TX
All web addresses on file
Official SEC filing: View on IAPD