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REFINED WEALTH LLC

Advisory

TX

Data as of Mar 23, 2026 · Source: SEC Form ADV

Rank in TX
#2,688
of 2,813 advisers by AUM
Average account
$82K
across 11 accounts
AUM per adviser
$901K
1 adviser

Source: SEC Form ADV. Figures as filed Mar 23, 2026.

Total AUM
$901K
Discretionary %
100%
Clients
—
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$901K
Discretionary AUM$901K
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InTX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TX

Closest by assets under management. All figures from Form ADV.

INKED INVESTMENTS, LLC
ROUND ROCK, TX
$901K
DALLAS MONEY MANAGEMENT LLC
$901K
LIBERTY FUNDS GROUP, INC.
COLLEYVILLE, TX
$900K
-74.6% 1Y
JACKSON FINANCIAL SERVICES LLC
DALLAS, TX
$909K
FUNDIFY ADVISORS LLC
AUSTIN, TX
$889K
FORTUNA FUNDS, LLC
DALLAS, TX
$915K

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