RIA Intel›Advisers›Tennessee›CORNERSTONE WEALTH, LLC

CORNERSTONE WEALTH, LLC

Advisory

N·GREENEVILLE, TN

Data as of Mar 11, 2026 · Source: SEC Form ADV

Total AUM

$285M

1-Year AUM Growth

+22.9%

3-Year CAGR

+20.4%

Employees

4

Assets Under Management

Total AUM$285M

Discretionary AUM$266M

Non-Discretionary AUM$19M

Discretionary %93.3%

Total Clients575

Team

Total Employees4

Investment Advisers6

Employee Growth (1Y)—

Filing History

Total Filings on Record11

First FilingJan 21, 2022

Latest FilingMar 11, 2026

🔒 Full AUM trend chart and 11 historical filings spanning 4+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CORNERSTONE WEALTH, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.