RIA Intel›Advisers›Wisconsin›CORNERSTONE ENTERPRISES, LLC

CORNERSTONE ENTERPRISES, LLC

Advisory

N·APPLETON, WI

Data as of Feb 17, 2026 · Source: SEC Form ADV

Total AUM
$220M
1-Year AUM Growth
+25.2%
3-Year CAGR
+22.5%
Employees
5
Assets Under Management
Total AUM$220M
Discretionary AUM$219M
Non-Discretionary AUM$695K
Discretionary %99.7%
Total Clients451
Team
Total Employees5
Investment Advisers5
Employee Growth (1Y)+25.0%
Filing History
Total Filings on Record8
First FilingDec 2, 2022
Latest FilingFeb 17, 2026
🔒 Full AUM trend chart and 8 historical filings spanning 4+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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