REFINED WEALTH MANAGEMENT
CRD #169563 SEC #801-120529 SALT LAKE CITY, UT 385-351-0200
SEC Registered
Total AUM
$188.7M
Discretionary
$165.1M
Employees
6
Clients
251
Accounts
1,125
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $188.7M | $165.1M | $23.6M | 6 | 0 |
| Dec 2024 | $163.4M | $140.5M | $22.8M | 4 | 244 |
| Feb 2024 | $163.4M | $140.5M | $22.8M | 4 | 244 |
| Oct 2023 | $141.5M | $127.5M | $14.1M | 4 | 5 |
| Sep 2023 | $141.5M | $127.5M | $14.1M | 4 | 5 |
| Aug 2023 | $141.5M | $127.5M | $14.1M | 4 | 5 |
| Jul 2023 | $141.5M | $127.5M | $14.1M | 4 | 5 |
| Jan 2023 | $141.5M | $127.5M | $14.1M | 4 | 5 |
| Oct 2022 | $127.5M | $127.5M | $0 | 4 | 10 |
| Jul 2022 | $127.5M | $127.5M | $0 | 4 | 10 |
| Feb 2022 | $127.5M | $127.5M | $0 | 4 | 10 |
| Nov 2021 | $113.2M | $103.7M | $9.4M | 4 | 0 |
| Jul 2021 | $113.2M | $103.7M | $9.4M | 4 | 0 |
| Jun 2021 | $113.2M | $103.7M | $9.4M | 4 | 0 |
| Mar 2021 | $113.2M | $103.7M | $9.4M | 4 | 0 |
| Feb 2021 | $113.2M | $103.7M | $9.4M | 4 | 0 |
DateMar 2025
Total AUM$188.7M
Discretionary$165.1M
Non-Disc.$23.6M
Employees6
Clients0
DateDec 2024
Total AUM$163.4M
Discretionary$140.5M
Non-Disc.$22.8M
Employees4
Clients244
DateFeb 2024
Total AUM$163.4M
Discretionary$140.5M
Non-Disc.$22.8M
Employees4
Clients244
DateOct 2023
Total AUM$141.5M
Discretionary$127.5M
Non-Disc.$14.1M
Employees4
Clients5
DateSep 2023
Total AUM$141.5M
Discretionary$127.5M
Non-Disc.$14.1M
Employees4
Clients5
DateAug 2023
Total AUM$141.5M
Discretionary$127.5M
Non-Disc.$14.1M
Employees4
Clients5
DateJul 2023
Total AUM$141.5M
Discretionary$127.5M
Non-Disc.$14.1M
Employees4
Clients5
DateJan 2023
Total AUM$141.5M
Discretionary$127.5M
Non-Disc.$14.1M
Employees4
Clients5
DateOct 2022
Total AUM$127.5M
Discretionary$127.5M
Non-Disc.$0
Employees4
Clients10
DateJul 2022
Total AUM$127.5M
Discretionary$127.5M
Non-Disc.$0
Employees4
Clients10
DateFeb 2022
Total AUM$127.5M
Discretionary$127.5M
Non-Disc.$0
Employees4
Clients10
DateNov 2021
Total AUM$113.2M
Discretionary$103.7M
Non-Disc.$9.4M
Employees4
Clients0
DateJul 2021
Total AUM$113.2M
Discretionary$103.7M
Non-Disc.$9.4M
Employees4
Clients0
DateJun 2021
Total AUM$113.2M
Discretionary$103.7M
Non-Disc.$9.4M
Employees4
Clients0
DateMar 2021
Total AUM$113.2M
Discretionary$103.7M
Non-Disc.$9.4M
Employees4
Clients0
DateFeb 2021
Total AUM$113.2M
Discretionary$103.7M
Non-Disc.$9.4M
Employees4
Clients0