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| Keyboard |
| Stonebriar Wealth LLC
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|---|---|
| CRD # | 327618 |
| SEC # | 801-133922 |
| CIK # | |
| AUM | 139.0 M (2026-04-02) |
| Employees | 11 (27% Investors, 0% Brokers) |
| Phone | 385-314-3300 |
| Address | 2600 W Executive Parkway Lehi, UT 84043 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 481 | 94.5 |
| (b) Individuals (high net worth individuals) | 24 | 44.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 505 | 139.0 |
| By Discretionary | ||
| Discretionary | 505 | 139.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 505 | 139.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 139.0 | |
| Total | 505 | 139.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
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CO | 139.3 M |
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Legacy Financial Advisors II LLC
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Gunder Wealth Management LLC
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Brooktree Capital Management Inc
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MFG Wealth Management Inc
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Advantage Investing Inc
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FL | 138.9 M |
|
Blair Hall Advisors LLC
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138.8 M | |
|
Saratoga Capital Management LLC
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AZ | 138.8 M |
|
Wynwood Capital LLC
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138.7 M |