Stonebriar Wealth, LLC
● SEC registered since 2025CRD 327618SEC# 801-133922Lehi, UT
Reg. AUM
$139M
Employees
11
Accounts
505
Location
Lehi, UT
Stonebriar Wealth, LLC assets under management
Stonebriar Wealth, LLC operates as an SEC-registered investment adviser based in Lehi, UT. The firm has been registered since 2025. It reports $139 million in regulatory assets under management and employs 11 people.
Stonebriar Wealth, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gary Joseph Preisser Control | Owner And Chief Compliance Officer | Over 75% | 2021 |
| Shea Morris Swenson | Partner | 25-50% | 2025 |
Frequently asked questions
How much does Stonebriar Wealth, LLC manage?
Stonebriar Wealth, LLC reports $139 million in regulatory assets under management on its Form ADV.
How many employees does Stonebriar Wealth, LLC have?
Stonebriar Wealth, LLC reports 11 employees.
Where is Stonebriar Wealth, LLC located?
Stonebriar Wealth, LLC is based in Lehi, UT and has been SEC-registered since 2025.
Does Stonebriar Wealth, LLC disclose fund performance?
Stonebriar Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2600 W. Executive Parkway, Suite 360, Lehi, UT 84043 |
| Phone | 385-314-3300 |
| Office hours | 9-5 |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$139M▲ 39%
Jun '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 85%
Larger than 15% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$139Mregulatory AUM
Discretionary $139M