Overview
Assets Under Management: $211 million
Headquarters: SALT LAKE CITY, UT
High-Net-Worth Clients: 71
Average Client Assets: $1.9 million
Frequently Asked Questions
REFINED WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #169563), REFINED WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
REFINED WEALTH MANAGEMENT is headquartered in SALT LAKE CITY, UT.
REFINED WEALTH MANAGEMENT serves 71 high-net-worth clients according to their SEC filing dated March 19, 2026. View client details ↓
According to their SEC Form ADV, REFINED WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. View all service details ↓
REFINED WEALTH MANAGEMENT manages $211 million in client assets according to their SEC filing dated March 19, 2026.
According to their SEC Form ADV, REFINED WEALTH MANAGEMENT serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 71
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.75%
Average Client Assets: $1.9 million
Total Client Accounts: 910
Discretionary Accounts: 746
Non-Discretionary Accounts: 164
Regulatory Filings
CRD Number: 169563
Filing ID: 2060080
Last Filing Date: 2026-03-19 15:47:32