STONEBRIAR WEALTH, LLC
SEC Form ADV profile.
Total regulatory AUM
$139,000,000
Discretionary
$139,000,000
Non-discretionary
$0
Firm details
- CRD number
- 327618
- SEC file number
- 801-133922
- Main office
- LEHI, UT, United States
- Employees
- 11
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.