Refined Wealth Management
Run a free full auditContact Information
-
Address
Salt Lake City, UT -
Phone
(385) 351-0200 -
Website
refinedwm.com
Location
About Refined Wealth Management
Refined Wealth Management is a financial planner in Salt Lake City, Utah. The firm provides comprehensive financial and investment planning solutions, specializing in asset management, tax preparation, estate planning, and retirement benefits maximization. Serving personal, business, and institutional clients, the firm offers ongoing annual financial planning to address evolving market variables and individual needs.
The firm operates as a company of registered investment advisors and fiduciaries, focusing on a hands-on approach to managing assets. Rather than utilizing mutual funds, the team actively manages portfolios using stocks, bonds, and Exchange Traded Funds (ETFs) to maintain efficiency and low costs. Their professional team includes Ryan Larsen, CFP®, EA, APMA, Matt Williams, CFP®, Kyle Woodlief, CFP®, and Celia Boyle, EA. The firm provides specialized expertise in managing large company stock holdings for clients with employer stock offerings, as well as comprehensive strategies for business, educational, and estate planning.
Refined Wealth Management is known for its commitment to transparency and its fiduciary responsibility to clients. The firm's reputation is built upon a foundation of thorough, well-documented professional information and a dedication to helping clients make informed decisions for their long-term financial futures.
The team provides expert financial and investment planning services to help residents and businesses in Salt Lake City achieve their long-term goals.
Services:
- Asset Management
- Comprehensive Financial Planning
- Estate Planning
- Tax Preparation
Score Summary
BizScoreAI scanned the website refinedwm.com on June 20, 2026. Refined Wealth Management has a BizScore of 59 out of 100. The website audit behind the SEO score ran on October 27, 2026.
- AI Visibility40 out of 100
- SEO78 out of 100
- Google rating5.0 out of 5
AI visibility scan by category: AI Discovery 10 of 25 points, Structured Data 0 of 25 points, Content Readiness 22 of 30 points, AI Trust Signals 8 of 20 points.
Website audit sub-scores (out of 100): On-Page 87, Technical 98, Performance 71, Content 55.
Strengths: 5 checks passed. AI Crawler Access, AI Content Blocking, Q&A Content, AI-Parseable Headings, About/Team Page.
Areas to improve: 7 checks. llms.txt (failed), FAQPage Schema (failed), Organization Schema (warning), Speakable Schema (warning), Meta Description (warning), XML Sitemap (warning), Author Signals (warning).
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AI engine reads
Read by AI engines 4 times in the last 30 days.
Counted from AI crawler and assistant visits to this page, identified by user agent.
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