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 organized as an LLC and operating under individual ownership. Registered with the SEC in 2021, the firm focuses on serving individual and family clients through financial planning and portfolio management for individuals, small businesses, and pooled investment vehicles. Its fee schedule includes both percentage-of-assets and fixed-fee arrangements. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not operate as a capital allocator or pension consultant. Refined Wealth Management also lists an affiliation with an insurance company.
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
Matthew 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
$154M in ETFs
76%
$116M
23%
$37.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FUNDS (VEA) | Vanguard | Passive | Foreign Large Blend | $20M | 280,248 | 12.96% |
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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