Luke Woodland
Investment adviser representative at Refined Wealth Management
11 yearsExperience
1 stateRegistered in
$210.9MFirm assets
5 yearsFirm in business
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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
11 years in the industry.
- Refined Wealth ManagementJan 2025 to now
- Harm & Harm Consulting GroupAug 2024 to Jan 2025
- StudentAug 2022 to Aug 2024
- R&k Lugguage DeliverJul 2021 to Aug 2022
- StudentJun 2020 to Jul 2021
- Kdh LandscapingJun 2018 to Jun 2020
- StudentDec 2017 to Jun 2018
- Village MarketAug 2017 to Dec 2017
- StudentJan 2015 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 7967682
- Firm CRD
- 169563