Stonebriar Wealth, LLC
Stonebriar Wealth, LLC is an SEC-registered mass-market adviser in Lehi, UT with $139.0M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Stonebriar Wealth, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 327618, SEC 801-133922, data through 2026-04-02.
- AUM (assets under management / regulatory AUM)
- $139.0M (2026-04-02)
- Firm type
- Mass-Market Adviser
- Location
- Lehi, UT
- Employees
- 11
- Clients
- 505
- CRD
- 327618
- Ownership
- SWENSON, SHEA, MORRIS; PREISSER, GARY, JOSEPH
How much AUM does Stonebriar Wealth, LLC have?
Stonebriar Wealth, LLC reported $139.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-02).
Who owns Stonebriar Wealth, LLC?
Disclosed owners and executives of Stonebriar Wealth, LLC include SWENSON, SHEA, MORRIS, PREISSER, GARY, JOSEPH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.