$139.0M Total AUM
$139.0M Disc. AUM
-- 3Y CAGR
11 Employees
505 ADV. Clients
2 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-20-2024
- Office Locations
- 3
Office Locations
2600 W. Executive Parkway Suite 360 Lehi UT
-- Orlando FL
-- Queen Creek AZ
About Stonebriar Wealth, LLC
Stonebriar Wealth is a boutique wealth management firm serving retirees and pre-retirees with integrated retirement income, tax, and estate planning, plus family office support. Its investment approach aligns portfolios to cash-flow timing using the “Cash Flow Clock” framework (Lazy/Safe/Risky money), typically implemented with ETF-based allocations and custody through Fidelity/NFS.
Team overview
-- AVG AGE
$46.3M AVG AUM / ADVISOR
$275.2K AVG AUM / CLIENT
1.4 yrs AVG TENURE
11 Employees
3 Advisory Reps
3 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
GARY JOSEPH PREISSER JR
Chief Compliance Officer, Owner
- CRD
- #5750394
- Ownership
- 75% or more
Available
Available
Available
SHEA MORRIS SWENSON
PARTNER
- CRD
- --
- Ownership
- 25% but less than 50%
Available
Available
Available
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K
Kevin Noe Calderon
--
- CRD
- #7983195
Available
Available
Available
Joe Strom
Financial Advisor
- CRD
- #8218777
Available
Available
Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $139,000,000 | $275,248 |
| Non-Discretionary | $0 | -- |
| Total | $139,000,000 | $275,248 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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