Investment adviser · CRD 169563

REFINED WEALTH MANAGEMENT

Investment adviser filing (IA)

SALT LAKE CITY, UT, United States · Form ADV filed May 19, 2026

Regulatory AUM
$211M
Form ADV · Item 5.F
Client accounts
910
Accounts, not individual clients
Employees
5
Reported in this filing
Advisory professionals
3
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals71$132,337,77262.7%
Individuals337$78,571,84237.3%
Filing source

Form ADV 2106829 · May 19, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

RWM PARTNERS 1, LPPrivate Equity Fund · Last reported Oct 25, 2023$1MGross asset value
Auditor HAYNIE AND COMPANY SALT LAKE CITY, Utah, United States
Custodian CHARLES SCHWAB & CO., INC. WESTLAKE, Texas, United States Related to adviser: No
Custodian MADISON TRUST COMPANY MONTVALE, New Jersey, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

HAYNIE AND COMPANY
PCAOB 457

CHARLES SCHWAB & CO., INC.
SEC 8-16514

Fund details & source
Fund ID
805-9303660689
Reported beneficial owners
95
Minimum commitment
$25K

Form ADV 1795495 · Oct 25, 2023 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: May 19, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management

Compensation

Percentage of assets · Fixed

Principal office

515 SOUTH 1000 EAST, SUITE L2
SALT LAKE CITY, UT, 84102, United States

CRD 169563

Filing source

Form ADV 2106829 · May 19, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.