Stonebriar Wealth provides financial planning, portfolio management for individuals and small businesses, and selecting other managers. Financial planning was provided to 251–500 clients last fiscal year.
Stonebriar Wealth reports 505 clients. They include 481 individual clients and 24 high-net-worth individuals. Of its assets, 100.0% ($139M across 505 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 95% | 68% |
| High-net-worth individuals | 5% | 32% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 481 | $94.5M | 68.0% | $196K |
| High-net-worth individuals | 24 | $44.5M | 32.0% | $1.85M |
| Total | 505 | $139M | 100% | $275K |
- Clients
- 481
- Regulatory AUM
- $94.5M
- AUM share
- 68.0%
- Avg. per client
- $196K
- Clients
- 24
- Regulatory AUM
- $44.5M
- AUM share
- 32.0%
- Avg. per client
- $1.85M
Total
- Clients
- 505
- Regulatory AUM
- $139M
- AUM share
- 100%
- Avg. per client
- $275K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Stonebriar Wealth charges up to 1.50% a year for its Annual advisory fee. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning flat fees
- Flat fees by plan tier: $3,000 initial estate review, $5,500 basic, $10,000 comprehensive and $15,000 whole wealth management; negotiable.
Gary Preisser owns 75% or more of Stonebriar Wealth. The leadership team of Stonebriar Wealth includes Chief Compliance Officer Gary Preisser. It has 11 employees, 3 of them in advisory roles.
Leadership
Gary PreisserOwner and Chief Compliance Officer
Shea SwensonPartner
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
Staff
- 11 employees
- 3 in advisory functions
- 3 state-registered reps
- 4 insurance agents
- Owns 75% or more of Stonebriar Wealth, LLC
Gary Preisser
Control person · since September 2021
- Owns 25% to 50% of Stonebriar Wealth, LLC
Shea Swenson
since May 2025
Stonebriar Wealth’s regulatory assets grew from $100M (July 2025) to $139M (April 2026); clients rose from 310 to 505 and employees from 4 to 11.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Apr 2026April 2026 | $139M | 505 | 11 | 2 |
| Jul 2025July 2025 | $100M | 310 | 4 | 2 |
Besides its headquarters, Stonebriar Wealth has 1 office, with 2 listed addresses in 1 state.
Utah · 2 listed addresses
- 2600 W. Executive Parkway, Suite 360, LehiHQ
- 6955 South Union Park Center, Cottonwood Heights
Other business names
Stonebriar Wealth has reported 1 other business name to the SEC.
- Stonebriar Wealth Advisors
Contact and registration details
- Legal name
- Stonebriar Wealth, LLC
- Headquarters
- 2600 W. Executive Parkway, Suite 360, Lehi, UT 84043
- Website
- stonebriarwealthadvisors.com
- Phone
- 385-314-3300
- SEC file
- 801-133922
- Structure
- Utah LLC
- Fiscal year end
- December
Stonebriar Wealth’s named custodian for separately managed accounts is Fidelity ($92.5M). Stonebriar Wealth does not have custody of client assets.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $92.5M100%
At year end, Stonebriar Wealth’s separately managed accounts were mostly in stocks (100%).
What the accounts hold
- Stocks100%
How many clients does Stonebriar Wealth have?
Stonebriar Wealth has 505 clients and manages $139 million for them, as of April 2026. They include 481 individual clients and 24 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 2 April 2026
What services does Stonebriar Wealth offer?
Stonebriar Wealth provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Stonebriar Wealth charge?
Stonebriar Wealth charges up to 1.50% a year for its Annual advisory fee. The fee is billed in arrears and is negotiable.
Source: STONEBRIAR WEALTH BROCHURE (2026), filed 2 April 2026
Which custodians does Stonebriar Wealth use?
Stonebriar Wealth’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $92.5M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 2 April 2026
How many financial advisors does Stonebriar Wealth have?
Stonebriar Wealth has 3 investment adviser representatives registered with state securities authorities, out of 11 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Stonebriar Wealth invest in?
At the end of its last fiscal year, Stonebriar Wealth’s separately managed accounts held 100% exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Stonebriar Wealth?
Stonebriar Wealth’s direct owners are Gary Preisser (75% or more) and Shea Swenson (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 2 April 2026
How does Stonebriar Wealth get paid?
Stonebriar Wealth is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Stonebriar Wealth?
Stonebriar Wealth’s main office is at 2600 W. Executive Parkway, Suite 360, Lehi, UT 84043. Its phone number is 385-314-3300. Its website is stonebriarwealthadvisors.com.