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| Happy Holidays!! thanks for using AUM13F!! |
| Refined Wealth Management
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| CRD # | 169563 |
| SEC # | 801-120529 |
| CIK # | 0001724729 |
| AUM | $188.7 M (2025-03-11) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 385-351-0200 |
| Address | 515 South 1000 East Salt Lake City, UT 84102 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001724729 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Coinbase Global Inc | 20.6 | ||
| Bitwise Bitcoin ETF | 10.5 | ||
| Rodgers Silicon Valley Acquisition Corp | 7.1 | ||
| SPDR Gold Trust | 5.1 | ||
| Overstockcom Inc | 2.9 | ||
| Amazon Com Inc | 0.9 | ||
| Nvidia Corp | 0.8 | ||
| Apple Inc | 0.6 | ||
| Union Pacific Corp | 0.6 | ||
| Facebook Inc | 0.3 | ||
| iShares Bitcoin Trust | 0.2 | ||
| Tesla Motors Inc | 0.2 | ||
| Eaton Corp Ltd | 0.2 | ||
| World Currency Gold Trust | 0.2 | ||
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| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | RWM Partners 1 LP | 2021-02-12 | 1.0 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 628 | 82.6 |
| (b) Individuals (high net worth individuals) | 57 | 98.4 |
| (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 | 7.8 |
| (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 | 1,125 | 188.7 |
| By Discretionary | ||
| Discretionary | 983 | 165.1 |
| Non-Discretionary | 142 | 23.6 |
| Total | 1,125 | 188.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 188.7 | |
| Total | 1,125 | 188.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001724729] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Heights LLC
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|
CA | 0.2 |
|
Reicon Wealth Advisors LLC
✚
|
GA | 0.2 |
|
Accelerated Wealth Advisors LLC
✚
|
CO | 0.2 |
|
Chapel Bridge Wealth Advisors LLC
✚
|
PR | 0.2 |
|
Alliance Investment Management LLC
✚
|
MI | 0.2 |
|
Athos Private Wealth LLC
✚
|
UT | 0.2 |
|
Capital IP Investment Partners LP
✚
|
0.2 | |
|
Argus Investors' Counsel Inc
✚
|
NY | 0.2 |
|
Alan B Lancz & Associates Inc
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|
OH | 0.2 |
|
William B Walkup & Associates Inc
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|
SC | 0.2 |