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
| Title | Partner |
| Ownership | 25-50% |
| Control person | No |
| Since | 2025 |