REFINED WEALTH MANAGEMENT

HTTPS://WWW.REFINEDWM.COM SALT LAKE CITY, UT Investment Advisor How do I update this listing?

Refined Wealth Management is based out of Salt Lake City. Refined Wealth Management is a large advisory firm with 425 clients and discretionary assets under management (AUM) of $103,744,794 (Form ADV from 2021-07-29). Their last reported 13F filing for Q2 2021 included $119,101,000 in managed 13F securities and a top 10 holdings concentration of 84.09%. Refined Wealth Management's largest holding is Vanguard ESG US Stock ETF with shares held of 258,968. Whalewisdom has at least 1 13F filings

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06/30/2021

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2021-08-16

Performance for Q2 2021: -1.05%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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REFINED WEALTH MANAGEMENT
515 SOUTH 1000 EAST SUITE L2
SALT LAKE CITY UT    84102
Country: United States

Business Phone: 385-351-0200
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: UT
Number of employees: 4
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 425
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Insider Transactions in the past year

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REFINED WEALTH MANAGEMENT

ownership team - last updated 2021-06-24
Name Title Start Date Direct/Indirect % Ownership
LARSEN, RYAN, ROBERT CHIEF COMPLIANCE OFFICER 10/01/2013 Direct 75% or more
Fund Name Position direct/indirect start date end date
REFINED WEALTH MANAGEMENT CHIEF COMPLIANCE OFFICER direct 2013-10-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
RWM PARTNERS 1, LP United States 805-9303660689 Private Equity Fund 3,550,000 25,000

REFINED WEALTH MANAGEMENT

ownership team - last updated 2021-03-19
Name Title Start Date Direct/Indirect % Ownership
LARSEN, RYAN, ROBERT CHIEF COMPLIANCE OFFICER 10/01/2013 Direct 75% or more
Fund Name Position direct/indirect start date end date
REFINED WEALTH MANAGEMENT CHIEF COMPLIANCE OFFICER direct 2013-10-01
LARSEN, RYAN, ROBERT CHIEF COMPLIANCE OFFICER 10/01/2013 Direct 75% or more
Fund Name Position direct/indirect start date end date
REFINED WEALTH MANAGEMENT CHIEF COMPLIANCE OFFICER direct 2013-10-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
RWM PARTNERS 1, LP United States 805-9303660689 Private Equity Fund 3,550,000 25,000

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