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Joe Strom

Stonebriar Wealth, LLC

Lehi, UT

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Current Employers
Stonebriar Wealth, Llc

2600 W. Executive Parkway Suite 360, Lehi, UT 84043 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2026-02-27
  • UT RA
    APPROVED
    Since 2026-02-27

Branch Locations

2600 W. Executive Parkway Suite 360, Lehi, UT 84043 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Safeguard Card Highland UT 07/2023 01/2026
Evoq Nano Salt Lake City UT 10/2022 06/2023
Eve Financial Lehi UT 10/2021 10/2022
Global Payments Lindon UT 10/2020 10/2021
Callpop American Fork UT 01/2016 10/2020
Compass Financial Management Llc Highland UT 01/2026 02/2026
Stonebriar Wealth, Llc Lehi UT 02/2026 Present
  • 07/2023 → 01/2026
    Safeguard Card
    Highland, UT
  • 10/2022 → 06/2023
    Evoq Nano
    Salt Lake City, UT
  • 10/2021 → 10/2022
    Eve Financial
    Lehi, UT
  • 10/2020 → 10/2021
    Global Payments
    Lindon, UT
  • 01/2016 → 10/2020
    Callpop
    American Fork, UT
  • 01/2026 → 02/2026
    Highland, UT
  • 02/2026 → Present
    Lehi, UT
Previous Registrations
Other Businesses

I own several real estate properties that I rent out and manage myself. I have 2 LLC's that I am the owner/manager (Strom Properties, LLC and Private Pool Palace, LLC). These are long term rentals and short term rentals. They are not investment related. Both business addresses are my home address 6401 West Sunrise Drive, Highland, UT 84003.My duties are primarily making sure the properties are rented and maintained. I spend approximately 2-4 hours a week in total on these LLC's. I also have another LLC called Blockhead Bones,LLC that is specifically for investing into real estate with a partner. I spend little to no time on this LLC as it is for investment purposes only.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-30
  • S65 Uniform Investment Adviser Law Examination
    2025-12-30

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