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REFRESH INVESTMENTS LLC

Advisory

SANTA MONICA, CA

Data as of Mar 12, 2026 · Source: SEC Form ADV

Rank in CA
#3,244
of 5,480 advisers by AUM
Average account
$2M
across 26 accounts
AUM per adviser
$62M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 12, 2026.

Total AUM
$62M
Discretionary %
100%
Clients
26
Employees
2

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$62M
Discretionary AUM$62M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients26
Team
Total Employees2
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

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

SAGEVEST FINANCIAL ADVISORS, LLC
NEWPORT BEACH, CA
$62M
R-TECH ADVISORS, INC.
WOODLAND HILLS, CA
$62M
SACKETT PAUL EDMUNDS JR
LARKSPUR, CA
$62M
+1.5% 1Y
SIEGEL GROUP INC
BEVERLY HILLS, CA
$62M
0.0% 1Y
MILLER GARY EDGAR
$61M
-26.9% 1Y
ASSET STRATEGIES & MANAGEMENT INC
CAMPBELL, CA
$61M
-25.4% 1Y

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