REFINED WEALTH MANAGEMENT
SEC RegisteredWe Are Fiduciaries Helping You Plan a Bright Future!
About the firm
Refined Wealth Management in Salt Lake City, Utah is a company of registered investment advisors and fiduciaries. They offer comprehensive financial and investment planning solutions as well as asset management services.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial Planning, Asset Management, Tax Preparation, and Estate Planning, including comprehensive and personalized financial plans, managing risk adjusted rates of return, tax strategies for today and retirement, and helping establish estate documents such as trusts.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 337 | $79M |
| High Net Worth Individuals | 71 | $132M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $1 - $500,000 | 1.35% |
| $500,001 - $1,000,000 | 1.15% |
| $1,000,001 - $2,000,000 | 0.95% |
| $2,000,001 - $4,000,000 | 0.85% |
| $4,000,001+ | 0.60% |
Data as of March 19, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. REFINED WEALTH MANAGEMENT has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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