Overview
Assets Under Management: $244 million
Headquarters: GREENEVILLE, TN
High-Net-Worth Clients: 57
Average Client Assets: $2 million
Frequently Asked Questions
CORNERSTONE WEALTH MANAGEMENT GROUP 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 #313269), CORNERSTONE WEALTH MANAGEMENT GROUP is subject to fiduciary duty under federal law.
CORNERSTONE WEALTH MANAGEMENT GROUP is headquartered in GREENEVILLE, TN.
CORNERSTONE WEALTH MANAGEMENT GROUP serves 57 high-net-worth clients according to their SEC filing dated November 06, 2025. View client details ↓
According to their SEC Form ADV, CORNERSTONE WEALTH MANAGEMENT GROUP offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
CORNERSTONE WEALTH MANAGEMENT GROUP manages $244 million in client assets according to their SEC filing dated November 06, 2025.
According to their SEC Form ADV, CORNERSTONE WEALTH MANAGEMENT GROUP serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 57
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 41.14
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,421
Discretionary Accounts: 1,292
Non-Discretionary Accounts: 129
Regulatory Filings
CRD Number: 313269
Filing ID: 2020568
Last Filing Date: 2025-11-06 07:27:59
Website: 0