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| Refined Wealth Management
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| |
|---|---|
| CRD # | 169563 |
| SEC # | 801-120529 |
| CIK # | 0001724729 |
| AUM | $163.4 MM (2024-02-09) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 385-351-0200 |
| Address | 515 South 1000 East Salt Lake City, UT 84102 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| COIN | 13,404.0 | 11.3 | |
| ENVX | 1,522.8 | 8.0 | |
| GLD | 5.2 | ||
| BYON | 4.2 | ||
| BITB | 4.2 | ||
| AAPL | 2,382,844.0 | 2.7 | |
| AMZN | 1,092,997.8 | 1.0 | |
| NVDA | 399,550.0 | 0.7 | |
| UNP | 133,995.4 | 0.5 | |
| ETN | 51,598.7 | 0.2 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | RWM Partners 1 LP | 2021-02-12 | 1.0 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 414 | 72.0 |
| (b) Individuals (high net worth individuals) | 58 | 83.5 |
| (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 | 4 | 7.9 |
| (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 | 865 | 163.4 |
| By Discretionary | ||
| Discretionary | 773 | 140.5 |
| Non-Discretionary | 92 | 22.8 |
| Total | 865 | 163.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 163.4 | |
| Total | 865 | 163.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001724729] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Boston Family Advisors LLC
✚
|
MA | 0.2 |
|
Alliance Investment Management LLC
✚
|
MI | 0.2 |
|
Alan B Lancz & Associates Inc
✚
|
OH | 0.2 |
|
Alerce Investment Management LP
✚
|
IL | 0.2 |
|
Better Way LLC
✚
|
FL | 0.2 |
|
Paragon Capital Management Inc
✚
|
UT | 0.2 |
|
Peak Capital Management LLC
✚
|
CO | 0.2 |
|
Ohiggins Asset Management Inc
✚
|
FL | 0.2 |
|
Heights LLC
✚
|
CA | 0.2 |
|
William B Walkup & Associates Inc
✚
|
SC | 0.2 |