# STONEBRIAR WEALTH, LLC

STONEBRIAR WEALTH, LLC of LEHI, UT is an SEC-registered investment adviser.

## Registration

- CRD: 327618
- Type: SEC-registered investment adviser
- SEC file number: 801-133922
- Location: 2600 W. EXECUTIVE PARKWAY, SUITE 360, LEHI, UT, 84043
- Phone: 385-314-3300
- Latest filing: 2026-04-02
- Regulatory AUM: $139.0M
- Discretionary AUM: $139.0M
- Clients: 11
- Accounts: 505

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Gary Joseph Preisser | OWNER AND CHIEF COMPLIANCE OFFICER | — |
| Shea Morris Swenson | PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/327618/brochure
- Similar advisers: https://search.stillhousedata.com/firm/327618/similar
- Related entities: https://search.stillhousedata.com/firm/327618/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/327618

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.