Refined Wealth Management
● SEC registered since 2021CRD 169563SEC# 801-120529Salt Lake City, UT
Reg. AUM
$210.9M
Employees
5
Accounts
910
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 $210.9 million in regulatory assets under management and employs 5 people.
Refined Wealth Management owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ryan Robert Larsen Control | Chief Compliance Officer | Over 75% | 2013 |
Frequently asked questions
How much does Refined Wealth Management manage?
Refined Wealth Management reports $210.9 million in regulatory assets under management on its Form ADV.
How many employees does Refined Wealth Management have?
Refined Wealth Management reports 5 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
| Address | 515 South 1000 East, Suite L2, Salt Lake City, UT 84102 |
| Phone | 385-351-0200 |
| Office hours | By Appointment Only |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$210.9M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$210.9Mregulatory AUM
Discretionary $186.7MNon-discretionary $24.2M