Overview
Assets Under Management: $2.1 billion
Headquarters: HUNTERSVILLE, NC
High-Net-Worth Clients: 238
Average Client Assets: $5 million
Frequently Asked Questions
CORNERSTONE WEALTH is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #289971), CORNERSTONE WEALTH is subject to fiduciary duty under federal law.
CORNERSTONE WEALTH is headquartered in HUNTERSVILLE, NC.
CORNERSTONE WEALTH serves 238 high-net-worth clients according to their SEC filing dated February 27, 2026. View client details ↓
According to their SEC Form ADV, CORNERSTONE WEALTH offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
CORNERSTONE WEALTH manages $2.1 billion in client assets according to their SEC filing dated February 27, 2026.
According to their SEC Form ADV, CORNERSTONE WEALTH serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 238
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 56.07
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 6,834
Discretionary Accounts: 6,834
Regulatory Filings
CRD Number: 289971
Filing ID: 2061538
Last Filing Date: 2026-02-27 10:00:17