RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Utah
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 11, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
LARSEN, RYAN, ROBERTICHIEF COMPLIANCE OFFICERE Control
LARSEN, RYAN, ROBERTICHIEF COMPLIANCE OFFICERE Control
LARSEN, RYAN, ROBERTICHIEF COMPLIANCE OFFICERE Control
LARSEN, RYAN, ROBERTICHIEF COMPLIANCE OFFICERE Control
LARSEN, RYAN, ROBERTICHIEF COMPLIANCE OFFICERE Control
LARSEN, RYAN, ROBERTICHIEF COMPLIANCE OFFICERE Control
LARSEN, RYAN, ROBERTICHIEF COMPLIANCE OFFICERE Control
LARSEN, RYAN, ROBERTICHIEF COMPLIANCE OFFICERE Control
LARSEN, RYAN, ROBERTICHIEF COMPLIANCE OFFICERE Control
LARSEN, RYAN, ROBERTICHIEF COMPLIANCE OFFICERE Control
LARSEN, RYAN, ROBERTICHIEF COMPLIANCE OFFICERE Control
LARSEN, RYAN, ROBERTICHIEF COMPLIANCE OFFICERE Control
LARSEN, RYAN, ROBERTICHIEF COMPLIANCE OFFICERE Control
LARSEN, RYAN, ROBERTICHIEF COMPLIANCE OFFICERE Control
LARSEN, RYAN, ROBERTICHIEF COMPLIANCE OFFICERE Control
LARSEN, RYAN, ROBERTICHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Mar 11, 2025 REGISTERED

Notice Filings (7)

AZ CA CO ID NV TX UT

Address

515 SOUTH 1000 EAST
SUITE L2
SALT LAKE CITY, UT 84102
United States
Phone: 385-351-0200