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Owner and Chief Compliance Officer · Stonebriar Wealth, LLC

Gary J. Preisser

CRD 5750394 · Named on Form ADV at one SEC-registered adviser

At a glance

Stonebriar Wealth, LLC, an SEC-registered wealth manager based in Lehi, UT with $139 million in regulatory assets, lists Gary J. Preisser on its Form ADV as Owner and Chief Compliance Officer, a control person.

Firms and roles

  • Stonebriar Wealth, LLCOwner and Chief Compliance OfficerWealth manager · Lehi, UT · $139M in regulatory assets

AtlasMembers

Gary’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Gary’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.