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| Keyboard |
| Refined Wealth Management
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|---|---|
| CRD # | 169563 |
| SEC # | 801-120529 |
| CIK # | 0001724729 |
| AUM | 210.9 M (2026-05-19) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 385-351-0200 |
| Address | 515 South 1000 East Salt Lake City, UT 84102 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Coinbase Global Inc | 10.3 | ||
| Chevron Corp | 9.2 | ||
| Bitwise Bitcoin ETF | 9.0 | ||
| SPDR Gold Trust | 7.3 | ||
| Marathon Petroleum Corp | 6.1 | ||
| Rodgers Silicon Valley Acquisition Corp | 4.4 | ||
| Bitwise XRP ETF | 2.2 | ||
| Overstockcom Inc | 2.0 | ||
| Nvidia Corp | 0.8 | ||
| Apple Inc | 0.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | RWM Partners 1 LP | 2021-02-12 | 1.0 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 337 | 78.6 |
| (b) Individuals (high net worth individuals) | 71 | 132.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 910 | 210.9 |
| By Discretionary | ||
| Discretionary | 746 | 186.7 |
| Non-Discretionary | 164 | 24.2 |
| Total | 910 | 210.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 210.9 | |
| Total | 910 | 210.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001724729] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Fund Types | Private Equity |
| Comparable Firms | State | AUM |
|---|---|---|
|
Heights LLC
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CA | 239.2 M |
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Ninth Eternity Asset Management LLC
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|
Alerce Investment Management LP
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IL | 226.9 M |
|
Secfi Advisory Limited
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NY | 225.9 M |
|
Reicon Wealth Advisors LLC
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GA | 220.1 M |
|
Alliance Investment Management LLC
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|
McKinley Alaska Private Investment LLC
✚
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AK | 206.2 M |
|
LC VERO Manager LLC
✚
|
NY | 205.6 M |
|
Ohiggins Asset Management Inc
✚
|
194.8 M | |
|
Mytimeequity LLC
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|
TX | 184.0 M |