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Building 2REFINED WEALTH MANAGEMENT

Map pinSALT LAKE CITY, UT
Phone385-351-0200
NotebookSEC #801-120529
Total AUM
$210.9M
Employees
5
Clients
408

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
515 SOUTH 1000 EAST
SUITE L2
SALT LAKE CITY
UT 84102
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
385-351-0200

ReceiptFinancials

Total AUM
$210.9M
Accounts
910
Discretionary
$186.7M
Accounts
746
Non-Discretionary
$24.2M
Accounts
164

ContactClients

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Individual Clients
337
AUM
$78.6M
HNW Individual Clients
71
AUM
$132.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOIDNVTXUT

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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