REFINED WEALTH

REFINED WEALTH is an SEC-registered investment adviser (CRD 337453). Regulatory assets under management: $901K.

Registration

• CRD: 337453
• Type: Registered investment adviser
• Phone: 713-909-0035
• Latest filing: 2026-03-23
• Regulatory AUM: $901K
• Discretionary AUM: $901K
• Clients: 1
• Accounts: 11

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 337453 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search