RIA Intel›Advisers›North Carolina›CORNERSTONE WEALTH GROUP, LLC

CORNERSTONE WEALTH GROUP, LLC

Advisory

N·HUNTERSVILLE, NC

Data as of Mar 24, 2026 · Source: SEC Form ADV

Total AUM
$2.5B
1-Year AUM Growth
+63.1%
3-Year CAGR
+18.6%
Employees
50
Assets Under Management
Total AUM$2.5B
Discretionary AUM$2.5B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients2,479
Team
Total Employees50
Investment Advisers50
Employee Growth (1Y)+11.1%
Filing History
Total Filings on Record47
First FilingNov 14, 2017
Latest FilingMar 24, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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