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, owner-operated limited liability company that provides advisory services primarily to individual and family clients. The firm is SEC-registered (registration year 2021) and offers financial planning, discretionary portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. Its billing mixes percentage-of-AUM and fixed fees. The firm indicates an affiliation with an insurance company and does not position itself as a capital allocator or an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 5
Ryan Larsen
Financial AdvisorCRD 4249845
Matthew Williams
Financial AdvisorCRD 5966543
Kyle Woodlief
Financial AdvisorCRD 7364663
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 34Active vs passive
$165M in ETFs
76%
$125M
22%
$39.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) | Vanguard | Passive | Foreign Large Blend | $21.3M | 302,006 | 12.95% |
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
Similar firms
Burrus
RIASalt Lake City , UT
Jordanelle Capital
RIASalt Lake City , UT
Peterson Rogers Private Wealth, LLC
RIASalt Lake City , UT
Guardian Wealth Management
RIASalt Lake City , UT
Sorenson Impact Advisory
RIASalt Lake City , UT
Cottonwood Wealth Strategies, LLC
RIASalt Lake City , UT