REFINED WEALTH MANAGEMENT
SEC Form ADV profile.
Total regulatory AUM
$210,909,614
Discretionary
$186,710,580
Non-discretionary
$24,199,034
Firm details
- CRD number
- 169563
- SEC file number
- 801-120529
- Main office
- SALT LAKE CITY, UT, United States
- Employees
- 5
- SEC status
- Approved
- Website
- HTTPS://WWW.REFINEDWM.COM
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.