Data / Investment advisers / Utah / Refined Wealth Management
Refined Wealth Management, Salt Lake City, UT: $211 million AUM, SEC registered investment adviser
Refined Wealth Management is an SEC registered investment adviser with its main office in Salt Lake City, Utah and reports $211 million in regulatory assets under management in its Form ADV filed May 19, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 169563
- SEC file number
- 801-120529
- SEC status
- Approved, effective March 12, 2021
- Main office
- 515 South 1000 East Suite L2, Salt Lake City, UT 84102
- Phone
- (385) 351-0200
- Website
- refinedwm.com
- Regulatory AUM
- $210,909,614 in the Form ADV filed May 19, 2026
- Discretionary AUM
- $186,710,580
- Non discretionary AUM
- $24,199,034
- Accounts
- 910
- Employees
- 5, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- May 19, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 71 | $132.3 million |
| Individuals (other than high net worth individuals) | 337 | $78.6 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $210.9 million | March 19, 2026 |
| December 1, 2025 | $188.7 million | March 11, 2025 |
Other advisers in Salt Lake City
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Navigate Financial LLC | Salt Lake City | $337.9 million | Not listed | adviserinfo.sec.gov |
| Slayton Lewis Inc | Salt Lake City | $334.4 million | Not listed | adviserinfo.sec.gov |
| Wealth Management Cpas, LLC | Salt Lake City | $329.2 million | Not listed | adviserinfo.sec.gov |
| Cottonwood Wealth Strategies, LLC | Salt Lake City | $279 million | 4 | adviserinfo.sec.gov |
| Burrus | Salt Lake City | $240.7 million | Not listed | adviserinfo.sec.gov |
| Jordanelle Capital | Salt Lake City | $179.2 million | 3 | adviserinfo.sec.gov |
| Peterson Rogers Private Wealth, LLC | Salt Lake City | $177.1 million | Not listed | adviserinfo.sec.gov |
| Guardian Wealth Management | Salt Lake City | $174.8 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Salt Lake City, UT
- Investment advisers in Utah
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Refined Wealth Management on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.