Refresh Investments LLC Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Refresh Investments LLC is a fiduciary, fee-only investment advisory firm operating within the financial services industry. Based in Santa Monica, California, the company emphasizes an integrated wealth management process that combines actionable planning with sophisticated investment strategies, aiming to provide a personalized experience rather than a one-size-fits-all approach. Its services are designed for clients seeking independent, non-solicited financial guidance, with a focus on aligning clients’ values with the wealth they have built and supporting them in pursuing a well-rounded financial plan. The firm is registered to provide advisory services in California and other jurisdictions where permitted, highlighting its regional focus and professional qualification as an investment advisor. In addition to client work, Refresh Investments has received recognition on local industry platforms, such as awards and event honors within the SCORE community. The company operates in a boutique environment, positioning itself as offering institutional-level expertise in a personalized setting, and it maintains a small professional team to deliver its services.

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