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Shea Morris Swenson

PartnerStonebriar Wealth, LLCCRD 7795078

About Shea Morris Swenson

Shea Morris Swenson is listed as Partner at Stonebriar Wealth, LLC in Lehi, UT. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Stonebriar Wealth, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Shea Morris Swenson work?

Shea Morris Swenson is listed as Partner at Stonebriar Wealth, LLC on SEC Form ADV.

How much of Stonebriar Wealth, LLC does Shea Morris Swenson own?

Form ADV reports a beneficial ownership band of 25-50%.

Stonebriar Wealth, LLC

TitlePartner
Ownership25-50%
Control personNo
Since2025