Stonebriar Wealth, LLC
SEC RegisteredWhere Vision Meets Strategy And Wealth Becomes Legacy
About the firm
Stonebriar Wealth Advisors delivers tailored financial solutions spanning wealth management, estate planning, tax strategies, and private investments. The firm was built to serve people, with a mission to help clients live with confidence, give with purpose, and build a lasting legacy.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement planning, estate planning, family office services, tax planning, private investment opportunities, insurance advisory, healthcare planning, liquidity and exit planning, investment management, and philanthropy and impact
Who they serve
People seeking to structure wealth correctly, achieve financial freedom, and build a lasting legacy
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 481 | $95M |
| High Net Worth Individuals | 24 | $45M |
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of April 2, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Stonebriar Wealth, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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