Refined Wealth Management
Refined Wealth Management is a SEC-registered investment advisory firm headquartered in Salt Lake City, Utah. Founded as a fiduciary-focused firm, it offers comprehensive financial and investment planning solutions, portfolio management for individuals, small businesses, and pooled investment vehicles. The firm has approximately 4 employees and primarily serves high net worth individuals, as well as specialized clientele such as Chevron retirees. With a transparent, fee-based advisory structure and a commitment to acting in clients' best interests, the firm manages substantial client assets and adheres to rigorous regulatory standards.
Investment Strategy
Refined Wealth Management provides personalized financial advice and investment planning, managing assets for high net worth individuals and businesses through diversified portfolio strategies. The firm emphasizes fiduciary responsibility, fee transparency, and avoids commission-based conflicts. Their approach includes retirement planning, especially for clients with employer-sponsored plans (such as Chevron employees), and takes into account clients’ risk tolerance, financial goals, and tax efficiency to deliver long-term investment results.
Top Holdings
Equity Positions (33)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C COIN | COINBASE GLOBAL INC | 12.59% | $19.6M | 58,056 | $68.59 | $337.49 | -$997.3K |
V VSGX | VANGUARD WORLD FD | 10.73% | $16.7M | 240,811 | $57.05 | $69.37 | +$760.7K |
B BNDX | VANGUARD CHARLOTTE FDS | 9.96% | $15.5M | 313,503 | $51.86 | $49.46 | -$1.1M |
Q QQQ | INVESCO QQQ TR | 9.44% | $14.7M | 24,473 | $470.26 | $600.37 | +$909.0K |
V VTV | VANGUARD INDEX FDS | 7.79% | $12.1M | 65,001 | $172.79 | $186.49 | +$596.6K |