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Stonebriar Wealth
STONEBRIAR WEALTH, LLC is an SEC-registered investment adviser in LEHI, UT, registered since 2025. The firm manages approximately $139 million in assets.
Stonebriar Wealth
STONEBRIAR WEALTH, LLC is an SEC-registered investment adviser in LEHI, UT, registered since 2025. The firm manages approximately $139 million in assets. It has 11 employees and 3 investment advisers.
General information
Firm type
Asset Manager
Frequently asked questions
Who runs investment decisions at Stonebriar Wealth?
No publicly identified principals or investment committee members are associated with Stonebriar Wealth. The firm lacks a corporate website, LinkedIn profile, and any named executives in media reports or public filings.
How does Stonebriar Wealth source deals?
There is no public information regarding Stonebriar Wealth's deal sourcing. The firm has no known investment track record, portfolio companies, or co-investor relationships that would indicate a sourcing model.
Is Stonebriar Wealth a registered investment advisor?
Stonebriar Wealth's regulatory status cannot be confirmed from public records. The firm's ADV filings, if any, are not associated with a verifiable public profile or the name 'Stonebriar Wealth, LLC' in the SEC's IAPD database under the limited information available.
Does Stonebriar Wealth participate in fund commitments or only direct deals?
No investment activity of any kind — fund commitments, direct deals, co-investments, or otherwise — is publicly attributable to Stonebriar Wealth.
Where is Stonebriar Wealth located?
The firm's headquarters and operating locations are not publicly disclosed. Corporate registration records are not accessible through standard business databases, making the geographic presence unverifiable.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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