STONEBRIAR WEALTH, LLC
CRD #327618 SEC #801-133922 LEHI, UT 385-314-3300
SEC Registered
Total AUM
$100M
Discretionary
$100M
Employees
4
Clients
251
Accounts
310
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $100M | $100M | $0 | 4 | 0 |
| Jun 2025 | $100M | $100M | $0 | 4 | 0 |
DateJul 2025
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees4
Clients0
DateJun 2025
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees4
Clients0