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STONEBRIAR WEALTH, LLC

CRD 327618 · SEC 801-133922

Visit website

2600 W. EXECUTIVE PARKWAY, SUITE 360, LEHI, UT, 84043, United States

Phone

385-314-3300

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$139.0M

Discretionary AUM

$139.0M

Team

11 total employees; 3 advisory reps

Clients

251-500

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-04-02

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals481$94.5M
High net worth individuals24$44.5M

States served

UT

All web addresses on file

Official SEC filing: View on IAPD