| Name | Title | Ownership | Since |
|---|---|---|---|
| Gary Joseph Preisser Control | Owner And Chief Compliance Officer | Over 75% | 2021 |
| Shea Morris Swenson | Partner | 25-50% | 2025 |
Stonebriar Wealth, LLC reports $100 million in regulatory assets under management on its Form ADV.
Stonebriar Wealth, LLC reports 4 employees.
Stonebriar Wealth, LLC is based in Lehi, UT and has been SEC-registered since 2025.
Stonebriar Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2600 W. Executive Parkway, Suite 360, Lehi, UT 84043 |
| Phone | 385-314-3300 |
| Office hours | 5-Sep |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
| Discretionary | $100M |
| Non-discretionary | $0 |
| Total (RAUM) | $100M |