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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Stonebriar Wealth LLC
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|---|---|
| CRD # | 327618 |
| SEC # | 801-133922 |
| CIK # | |
| AUM | $100.0 M (2025-07-17) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 385-314-3300 |
| Address | 2600 W Executive Parkway Lehi, UT 84043 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 280 | 70.0 |
| (b) Individuals (high net worth individuals) | 30 | 30.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 310 | 100.0 |
| By Discretionary | ||
| Discretionary | 310 | 100.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 310 | 100.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 100.0 | |
| Total | 310 | 100.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Thielen Capital Corporation
✚
|
CA | 0.1 |
|
Clearview Investment Partners LLC
✚
|
CA | 0.1 |
|
Kennondale Capital Management LLC
✚
|
VA | 0.1 |
|
Degreen Private Wealth LLC
✚
|
AZ | 0.1 |
|
Investor's Advantage LLC
✚
|
0.1 | |
|
AG Global Advisors LLC
✚
|
0.1 | |
|
Revolution Partners LLC
✚
|
0.1 | |
|
FRA Wealth Management LLC
✚
|
IL | 0.1 |
|
Healthview Asset Management Inc
✚
|
PA | 0.1 |
|
REH Wealth Advisors LLC
✚
|
NC | 0.1 |