Shea Swenson is not listed as a control person, but directly owns between 25% and 50% of Stonebriar Wealth.
Stonebriar Wealth is an investment adviser based in Lehi, UT, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include individual clients and high-net-worth individuals. Its regulatory assets under management total $139 million, as filed on 2 April 2026. Its fees, ownership and offices are on the firm’s profile.
Shea M. Swenson is Partner of Stonebriar, based in Lehi, Utah. He leads the company's vision, growth strategy and business development efforts, and the firm's work across wealth advisory, marketing and investment.
- CRD
- 7795078
- Firm
- Stonebriar Wealth · CRD 327618
- Role
- Partner
- In role since
- May 2025 · 1 year
- Control person
- Not listed
- Direct ownership
- 25% to 50%
- Firm headquarters
- Lehi, UT
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- stonebriarwealthadvisors.com
Where does Shea Swenson work?
Shea Swenson has been Partner of Stonebriar Wealth, LLC since May 2025.
How can I verify Shea Swenson’s record?
Shea Swenson’s role is listed on Stonebriar Wealth, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 327618.
