Refined Wealth Management

Refined Wealth Management (CRD# 169563) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $70,700,000 in 400 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    71
    MILLION
  • Total Number of Accounts
    400
    ACCOUNTS
  • Average Account Value
    $176,750
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX, UT

Financial Advisors at Refined Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Ryan R. Larsen
CRD#: 4249845
515 South 1000 East, Suite L2, Salt Lake City, UT 84102
91
Wealthminder
score

Ryan Larsen (CRD# 4249845) is an Investment Advisor Representative working at Refined Wealth Management in Salt Lake City, UT and has over 16 years of experience in the finance industry. Ryan Larsen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Matthew R. Williams
CRD#: 5966543
515 South 1000 East, Suite L2, Salt Lake City, UT 84102
90
Wealthminder
score

Matthew Williams (CRD# 5966543) is an Investment Advisor Representative working at Refined Wealth Management in Salt Lake City, UT and has over 4 years of experience in the finance industry.

3
Shayla M. Peterson
CRD#: 6112701
515 South 1000 East, Suite L2, Salt Lake City, UT 84102
88
Wealthminder
score

Shayla Peterson (CRD# 6112701) is an Investment Advisor Representative working at Refined Wealth Management in Salt Lake City, UT and has over 2 years of experience in the finance industry.

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