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515 South 1000 East Suite L2, Salt Lake City, UT 84102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2021-07-28 |
Branch Locations
515 South 1000 East Suite L2, Salt Lake City, UT 84102 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Refined Wealth Management | Salt Lake City | UT | 01/2015 | Present |
(1) REAL ESTATE OWNERSHIP; COMMERCIAL; UT. 84102 /SINGLE FAMILY; UT. 84095. APPROXIMATELY 1% OF HIS TIME. He created a limited liability company, Refined Wealth Properties LLC, to include these rentals. (2) Refined Wealth Management is partnered with Newport Group in offering full 401(k) services to clients. Newport Group is the custodian for 401(k) services. RWM utilizes Newport Group to manage assets. Newport Group is responsible for all client billing. The management of this service accounts for approximately 2% of Ryan Larsen's time. (3) INSURANCE: ACCIDENT AND HEALTH, LIFE, AND VARIABLE CONTRACTS. THE SALE OF THESE PRODUCTS ACCOUNTS FOR APPROXIMATELY 1% OF HIS TIME. (4) RWI Agency LLC; insurance agency; Investment related: Yes; Location: 515 S 1000 E SLC UT 84102 United States; Description: In the business of selling term life/ fixed indexed annuity product as well as P&C insurance.; Position Title: Owner; Responsibilities Duties: Oversight of the business responsibilities. Review insurance needs of RWM clients to make sure there adequately covered.; Start date with business: 2023-08-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 1.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-10-24 |
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