REFINED WEALTH MANAGEMENT

515 South 1000 East
Suite L2
Salt Lake City, Utah 84102
Tel: 385-351-0200

About REFINED WEALTH MANAGEMENT

REFINED WEALTH MANAGEMENT, formally registered with the SEC as REFINED WEALTH MANAGEMENT. The firm was established in 03/12/2021. They have over 1 offices throughout the country.

REFINED WEALTH MANAGEMENT is a Salt Lake City, Utah based Financial Planning firm with nearly $163,354,864 assets under management, offering retirement planning & investment advisory services to 865 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	169563
SEC#	801-120529
Assets Managed by Firm	$163,354,864
No. of Clients	865
No. of Advisors	4

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	865	$163,354,864
Individuals (other than high net worth individuals)	414	$71,957,850
High net worth individuals	58	$83,450,347
Pension and profit sharing plans	4	$7,946,667

More Retirement Planning firms in Salt Lake City, Utah:

Firm Name	Assets Under Management	Total Clients	Total Advisors
BRIDGE INVESTMENT GROUP 111 E. Sego Lily Drive, #400 Sandy, UT, 84070	$47,001,314,000	132	2300
WASATCH ADVISORS LP 505 Wakara Way, 3rd Floor Salt Lake City, UT, 84108	$26,663,066,907	237	90
TOWNSQUARE CAPITAL, LLC 5314 River Run Drive, Suite 210 Provo, UT, 84604	$8,777,551,735	33539	17
SOLTIS INVESTMENT ADVISORS, LLC 20 North Main, Suite 400 St. George, UT, 84770	$6,821,969,061	3884	72
SEPIO CAPITAL, LP 2795 E Cottonwood Parkway, Suite 600 Salt Lake City, UT, 84121	$6,672,033,386	1963	24

Explore More Retirement Advisors in Salt Lake City, Utah

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.