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REFINED WEALTH MANAGEMENT

SALT LAKE CITY, UT · CRD 169563 · IAPD ↗ · refinedwm.com · 385-351-0200

$210.9MRegulatory AUM
3Advisory reps
5Employees
0Clients
251-500Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2025 — REFINED WEALTH MANAGEMENT reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
42
January 2025 — REFINED WEALTH MANAGEMENT notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.