Refined Wealth Management
Refined Wealth Management is an SEC-registered mass-market adviser in Salt Lake City, UT with $210.9M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Refined Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 169563, SEC 801-120529, data through 2026-05-19.
- AUM (assets under management / regulatory AUM)
- $210.9M (2026-05-19)
- Firm type
- Mass-Market Adviser
- Location
- Salt Lake City, UT
- Employees
- 5
- Clients
- 408
- CRD
- 169563
- Ownership
- LARSEN, RYAN, ROBERT
How much AUM does Refined Wealth Management have?
Refined Wealth Management reported $210.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-19).
Who owns Refined Wealth Management?
Disclosed owners and executives of Refined Wealth Management include LARSEN, RYAN, ROBERT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.