REFINED WEALTH MANAGEMENT

REFINED WEALTH MANAGEMENT of SALT LAKE CITY, UT is an SEC-registered investment adviser (CRD 169563). Regulatory assets under management: $210.9M.

Registration

• CRD: 169563
• SEC file number: 801-120529
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 169563 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search