Kyle Donald Woodlief
Investment adviser representative at Refined Wealth Management
5 yearsExperience
1 stateRegistered in
$210.9MFirm assets
5 yearsFirm in business
Are you Kyle Donald Woodlief? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
5 years in the industry.
- Refined Wealth ManagementApr 2021 to now
- Credit SuiteJan 2021 to Apr 2021
- Hagadone Hospitality CoJun 2020 to Apr 2021
- Jimmy JohnsJan 2020 to Jun 2020
- NAAug 2019 to Jan 2020
- Aptive EnvironmentalJun 2019 to Aug 2019
- Hagadone Hospitality CoJul 2018 to Jun 2019
- WalgreensJan 2018 to Jul 2018
- Disney WorldAug 2017 to Jan 2018
- Student ByuiJan 2016 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (UT).
Refined Wealth Management
$210.9MAssets managed
408Clients
5Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7364663
- Firm CRD
- 169563