Joe Strom has been an investment adviser representative at Stonebriar Wealth since February 2026, and is not listed among the firm’s executive officers or direct owners.
Stonebriar Wealth, LLC is a Lehi, UT firm with $139M under management, 505 clients and 3 advisers across 2 offices, as of its April 2026 filing.
Joe Strom is a Financial Advisor of Stonebriar, based in Lehi, Utah. He is a licensed financial advisor with a business background and experience in real estate and in working with high-income earners.
Joe Strom’s longest registration is the current one, under a year at Stonebriar Wealth since 2026. Before joining Stonebriar Wealth in 2026, Joe Strom was registered through Compass Financial Management LLC.
- Stonebriar Wealth, LLCCurrent– present · under a yearLehi, UT · Adviser representative · Firm CRD 327618
- Compass Financial Management LLC– · under a yearHighland, UT · Adviser representative · Firm CRD 156345
Investment adviser representative registrations
Joe Strom is registered as an investment adviser representative in Utah, since February 2026.
- UtahSince 27 February 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 30 December 2025 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 8218777
- Firm
- Stonebriar Wealth · CRD 327618
- Office
- 2600 W. EXECUTIVE PARKWAY, SUITE 360, Lehi, UT 84043
- Registration
- Investment adviser registration
- In the industry since
- January 2026
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- stonebriarwealthadvisors.com
Where does Joe Strom work?
Joe Strom is an investment adviser representative registered through Stonebriar Wealth, LLC since February 2026, and is not listed among the firm’s executive officers or direct owners.
Is Joe Strom a financial advisor?
Yes. Joe Strom has a current investment-adviser registration in Utah, through Stonebriar Wealth since February 2026.
How many years of experience does Joe Strom have?
Joe Strom has 0 years in the financial industry, since January 2026, across 2 adviser firms.
What exams has Joe Strom passed?
Joe Strom passed the Series 65 in December 2025.
Where is Joe Strom based?
Joe Strom’s registered office is in Lehi, UT.
Is Joe Strom registered with FINRA?
No. Joe Strom has no current broker registration.
How can I verify Joe Strom’s record?
Search CRD 8218777 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joe Strom’s full registration record.
