REFINED WEALTH MANAGEMENT
Firm details
- Headquarters
- SALT LAKE CITY , Utah
- CRD number
- 169563
- Registered since
- March 12, 2021
- Website
- www.refinedwm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI62.75%
- Individuals37.25%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Refined Wealth Management is an independent registered investment adviser formed as a limited liability company and registered with the SEC in 2021. Ownership is held by an individual and the firm serves primarily individual and family clients. Its compensation models include percentage-of-AUM fees and fixed fees. Advisory services listed on filings emphasize financial planning and portfolio management for individuals, small businesses, and pooled investment vehicles. The firm does not identify as an active ESG investor, is not a multi-state adviser, and is not a capital allocator. It also notes an affiliation with an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds90%
- Private Funds5%
- Cash & Cash Equivalents4%
- US Government Bonds1%
Contacts
3 of 5MATTHEW WILLIAMS
Financial AdvisorCRD 5966543
Celia Boyle
Office ManagerCRD 7851954
RYAN LARSEN
Financial AdvisorCRD 4249845
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 34Active vs passive
$143M in ETFs
74%
$106M
24%
$36.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FUNDS (VEA) | Vanguard | Passive | Foreign Large Blend | $17.9M | 279,667 | 12.53% |
Location
SALT LAKE CITY , UT
SALT LAKE
Location
SALT LAKE CITY , UT
Headquartered in SALT LAKE CITY , UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- SALT LAKE
- Address
- 515 S 1000 E
- Time zone
- MT (UTC-7)
- Office locations
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