$210.9M Total AUM
$186.7M Disc. AUM
15.1% 3Y CAGR
5 Employees
408 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-14-2014
- Office Locations
- 1
Office Locations
515 South 1000 East Suite L2 Salt Lake City UT
About Refined Wealth Management
Refined Wealth Management is a Salt Lake City-based fiduciary RIA providing comprehensive financial planning and investment/asset management, with tax preparation and estate planning support backed by CFP and EA professionals. The firm works with individuals and families including business owners and retirees, using mutual funds and ETFs for diversified portfolios, and custodies primarily with Charles Schwab.
Team overview
32 AVG AGE
$70.3M AVG AUM / ADVISOR
$516.9K AVG AUM / CLIENT
3.5 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
12yrs Firm Age
Insights
Available
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Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
R
RYAN ROBERT LARSEN
Chief Compliance Officer
- CRD
- #4249845
- Ownership
- 75% or more
Available
Available
Available
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C
Celia Boyle
Paraplanner
- CRD
- #7851954
Available
Available
Available
MATTHEW ROBERT WILLIAMS
Operations Manager
- CRD
- #5966543
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $186,710,580 | $250,282 |
| Non-Discretionary | $24,199,034 | $147,555 |
| Total | $210,909,614 | $231,769 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Private Funds:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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