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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Utah
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 17, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| PREISSER, GARY, JOSEPH | I | OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PREISSER, GARY, JOSEPH | I | OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| Swenson, Shea | I | PARTNER | D | |
| SWENSON, SHEA, MORRIS | I | PARTNER | C |
Registrations
Federal
IA
Jul 17, 2025 REGISTERED
Notice Filings (1)
UT
Address
2600 W. EXECUTIVE PARKWAYSUITE 360
LEHI, UT 84043
United States
Phone: 385-314-3300