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Building 2STONEBRIAR WEALTH, LLC

Map pinLEHI, UT
Phone385-314-3300
NotebookSEC #801-133922
Total AUM
$139M
Employees
11
Clients
505

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2600 W. EXECUTIVE PARKWAY
SUITE 360
LEHI
UT 84043
United States
Operating Hours
9-5
Monday - Friday
Phone
385-314-3300
Other Offices
1

ReceiptFinancials

Total AUM
$139M
Accounts
505
Discretionary
$139M
Accounts
505
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
481
AUM
$94.5M
HNW Individual Clients
24
AUM
$44.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
UT

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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