Refined Wealth

Overview

Refined Wealth is a small, owner-operated advisory firm organized as a limited liability company that provides financial planning and portfolio management for individuals and small businesses. The firm operates on a mix of fee models — percentage of AUM, hourly charges and fixed fees — and does not position itself as an active ESG investor or a multi-state adviser. Investment activity is equity-tilted: public, exchange-traded equities dominate the portfolio mix, while the firm also uses third‑party alternative managers to provide exposure to private equity, hedge funds, real estate and private credit. With total assets under management at modest levels, the firm functions like a boutique RIA focused on straightforward portfolio construction supplemented by access to external alternative strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices