Stonebriar Wealth, LLC

EST. AUM
$139,000,000

CONTACTS
5

CLIENT ACCOUNTS
505

Firm Details

Metro area Salt Lake City
CRD Number 327618
Website stonebriarwealthadvisors.com
Client types

Overview

Stonebriar Wealth, LLC (“SWL” or the “Firm”) is a privately held limited liability company organized under the laws of the State of Utah. The owners of the firm are Gary Preisser and Shea Swenson. Stonebriar Wealth Advisors is a wealth management and financial advisory firm providing comprehensive financial planning and investment management services. The firm serves individuals and families by developing personalized financial strategies aligned with each client’s long-term objectives. Its approach emphasizes fiduciary responsibility, client-centered planning, and disciplined portfolio management. The firm focuses on building long-term relationships and delivering tailored advice designed to address retirement planning, investment management, estate planning coordination, and overall financial well-being. Its advisory process is structured to help clients clarify financial goals, implement appropriate investment strategies, and adjust plans as circumstances evolve.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Stonebriar Wealth, LLC

Platform Details

Investment Preferences

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Address

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