STONEBRIAR WEALTH, LLC

STONEBRIAR WEALTH, LLC of LEHI, UT is an SEC-registered investment adviser (CRD 327618). Regulatory assets under management: $139.0M.

Registration

• CRD: 327618
• SEC file number: 801-133922
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 327618 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search