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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

REFINED WEALTH MANAGEMENT

CRD 169563

SALT LAKE CITY, UT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:96f7a325-8d29-4983-e890-9f6c67a326a0

Data as of May 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:05 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 1
On other graphs: 1
Observed: Feb 12, 2021 to May 19, 2026
18 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Refined Wealth Management

Private equity manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $211MItem 5.F on the latest filing (2026-05-19); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $187M
Private client RAUM: $211MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $42.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 910
Individual clients: 337
High net worth clients: 71
SEC number: 801-120529
CRD: 169563
Filings on the tape: 18
First filed: Feb 12, 2021
Latest filed: May 19, 2026
Organised: Limited Liability Company, UT
Website: refinedwm.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
RYAN ROBERT LARSEN	Certified Financial Planner	SALT LAKE CITY, UT	5	25	2	no
MATTHEW ROBERT WILLIAMS	Certified Financial Planner	SALT LAKE CITY, UT	5	20	2	no
Kyle Donald Woodlief	n/a	SALT LAKE CITY, UT	5	10	n/a	no
Celia Boyle	n/a	SALT LAKE CITY, UT	2	15	n/a	no
LUKE WOODLAND	n/a	SALT LAKE CITY, UT	0	11	n/a	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
RWM PARTNERS 1, LP	Private Equity Fund	$1.0M	Oct 25, 2023	95	Feb 12, 2021	dropped	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
LARSEN, RYAN, ROBERT	CHIEF COMPLIANCE OFFICER	E	yes	10/2013	Feb 12, 2021	Dec 26, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
RWI AGENCY LLC	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 19, 2026	$211M	$187M	5	3	n/a	n/a
2024	Mar 11, 2025	$189M	$165M	6	3	n/a	n/a
2023	Feb 9, 2024	$163M	$141M	4	3	n/a	n/a
2022	Jan 24, 2023	$142M	$127M	4	2	1	$1.0M
2021	Feb 23, 2022	$128M	$128M	4	2	1	$3.5M

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$211M	$189M	11.7%	$142M	14.2%	5	6	0	0

Relationships

Registered with (5)

← LUKE WOODLANDAdvisorregistration: current employment
Dec 12, 2025 to presentfactForm ADV
← Celia BoyleAdvisorregistration: current employment
Jul 25, 2024 to presentfactForm ADV
← Kyle Donald WoodliefAdvisorregistration: current employment
Sep 7, 2021 to presentfactForm ADV
← RYAN ROBERT LARSENAdvisorregistration: previous registration
Jan 17, 2014 to Mar 15, 2021factForm ADV
← MATTHEW ROBERT WILLIAMSAdvisorregistration: previous registration
Jan 14, 2014 to Mar 15, 2021factForm ADV

Controls (1)

← LARSEN, RYAN, ROBERTOwnerCHIEF COMPLIANCE OFFICER, ownership code E, individual
Feb 12, 2021 to Dec 26, 2024factForm ADV

Advises (1)

→ RWM PARTNERS 1, LPPrivate fundPrivate Equity Fund, IA, no longer reported
Feb 12, 2021 to Oct 25, 2023factForm ADV

Dated events

Occurred
Feb 12, 2021
First Form ADV filing
Refined Wealth Management filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:96f7a325-8d29-4983-e890-9f6c67a326a0
First observed: Feb 12, 2021
Last observed: May 19, 2026 4 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

REFINED WEALTH MANAGEMENT

CRD 169563

SALT LAKE CITY, UT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:96f7a325-8d29-4983-e890-9f6c67a326a0

Data as of May 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:05 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

RYAN ROBERT LARSEN

Certified Financial Planner

SALT LAKE CITY, UT

MATTHEW ROBERT WILLIAMS

Certified Financial Planner

SALT LAKE CITY, UT

Kyle Donald Woodlief

n/a

SALT LAKE CITY, UT

n/a

Celia Boyle

n/a

SALT LAKE CITY, UT

n/a

LUKE WOODLAND

n/a

SALT LAKE CITY, UT

n/a

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

RWM PARTNERS 1, LP

Private Equity Fund

$1.0M

Oct 25, 2023

Feb 12, 2021

dropped

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

LARSEN, RYAN, ROBERT

CHIEF COMPLIANCE OFFICER

yes

10/2013

Feb 12, 2021

Dec 26, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

RWI AGENCY LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 19, 2026

$211M

$187M

n/a

2024

Mar 11, 2025

$189M

$165M

n/a

2023

Feb 9, 2024

$163M

$141M

n/a

2022

Jan 24, 2023

$142M

$127M

$1.0M

2021

Feb 23, 2022

$128M

$3.5M

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$211M

$189M

11.7%

$142M

14.2%