SALT LAKE CITY, UTCRD 169563Latest ADV March 19, 2026
Refined Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Salt Lake City, UT. Its latest Form ADV filing, dated March 19, 2026, reports $211M in regulatory assets under management, 5 employees, and 910 accounts.
Assets Under Management
$211M
Employees
5
Offices
--
Total Clients
408
Primary office
SALT LAKE CITY, UT
515 SOUTH 1000 EAST, SUITE L2, SALT LAKE CITY, UT, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 82.6% of total clients.
Top client categories% of clientsClients
1
Individuals
82.6%
337
2
HNWI
17.4%
71
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$211Mas of March 19, 2026
Discretionary88.5%
$187M
89% of total RAUM88.5%
Non-discretionary11.5%
$24M
11% of total RAUM11.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$211M
Total Accounts910
10Y AUM Change+$98M (+86.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee82:1
10Y Employee Change+1 (+25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.