# REFINED WEALTH MANAGEMENT

REFINED WEALTH MANAGEMENT of SALT LAKE CITY, UT is an SEC-registered investment adviser.

## Registration

- CRD: 169563
- Type: SEC-registered investment adviser
- SEC file number: 801-120529
- Location: 515 SOUTH 1000 EAST, SUITE L2, SALT LAKE CITY, UT, 84102
- Phone: 385-351-0200
- Latest filing: 2026-05-19
- Regulatory AUM: $210.9M
- Discretionary AUM: $186.7M
- Non-discretionary AUM: $24.2M
- Clients: 5
- Accounts: 910

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Investment cos

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Larsen Robert | CHIEF COMPLIANCE OFFICER | IRVINE, CA |
| Ryan Robert Larsen | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/169563/brochure
- Similar advisers: https://search.stillhousedata.com/firm/169563/similar
- Related entities: https://search.stillhousedata.com/firm/169563/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/169563

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.