Refined Wealth

Overview

Refined Wealth is an individually owned limited liability company that provides financial planning and discretionary portfolio management primarily for individuals and small businesses. Its advisory model includes a mix of fee structures—percentage of assets under management, hourly billing, and fixed fees—allowing for flexible engagement types. The firm does not identify as an active ESG investor, is not registered as a multi-state adviser, and is not a capital allocator; its public filings classify it as unclassified. Refined Wealth relies on external third-party managers for some strategies rather than operating as a fund sponsor. Advisory services emphasize traditional wealth management and planning rather than pension consulting or related-adviser activities.

Assets & Accounts

Public Holdings

Investments & Alternatives