Kyle D. Woodlief

REFINED WEALTH MANAGEMENT

Salt Lake City, UT 84102

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CRD#: 7364663

Professional summary

Kyle Donald Woodlief, who also goes by Kyle D Woodlief, is a registered financial advisor currently at REFINED WEALTH MANAGEMENT located in Salt Lake City, Utah.

Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Kyle has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kyle D Woodlief

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Insurance Agent - Property & Casualty; Investment Related: Yes; 515 S 1000 E SL2, Salt Lake City, UT 84102; licensed to sell property & casualty insurance; Start Date: 09/08/2023

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Donald Woodlief's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 7, 2021 - Present

REFINED WEALTH MANAGEMENT

Office #1: 515 South 1000 East Suite L2, Salt Lake City, UT 84102

RIA

CRD#: 169563

Salt Lake City, UT

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

REFINED WEALTH MANAGEMENT

CRD#: 169563 / SEC#: 801-120529

RIA

Registered Investment Advisory firm - (3/12/2021 Approved)

Nevada

Registered Investment Advisory firm - (12/17/2015 Terminated)

Utah

Registered Investment Advisory firm - (3/15/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Utah
(9/7/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/5/2021

Uniform Investment Adviser Law Examination

Current Firm

REFINED WEALTH MANAGEMENT

CRD#: 169563 / SEC#: 801-120529

RIA

Registered Investment Advisory firm - (3/12/2021 Approved)

Nevada

Registered Investment Advisory firm - (12/17/2015 Terminated)

Utah

Registered Investment Advisory firm - (3/15/2021 Terminated)

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Contact information

Main Address

515 South 1000 East Suite L2, Salt Lake City, UT 84102

Mailing Address

Phone number

(385) 351-0200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A BROCHURE (3/11/2025)

Regulatory assets under management

Total Number of Accounts	1,125
AUM (Assets Under Management)	$ 188,743,323

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Kyle D. Woodlief

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Donald Woodlief's CRS (Customer Relationship Summary).

Certified licenses

Experience

REFINED WEALTH MANAGEMENT

Primary Firm SEC Registration

REFINED WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 9/5/2021

Current Firm

REFINED WEALTH MANAGEMENT

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

REFINED WEALTH MANAGEMENT

TRUST BUT VERIFY

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