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STONEBRIAR WEALTH, LLC

LEHI, UT · CRD 327618 · IAPD ↗ · stonebriarwealthadvisors.com · 385-314-3300

$139.0MRegulatory AUM
3Advisory reps
11Employees
0Clients
251-500Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

62
May 2026 — STONEBRIAR WEALTH, LLC reported RAUM up 39% ($100.0M -> $139.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
August 2025 — STONEBRIAR WEALTH, LLC (LEHI, UT) is newly SEC-registered with $100.0M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.