RIA Intel›Advisers›California›CORNERSTONE WEALTH MANAGEMENT LLC

CORNERSTONE WEALTH MANAGEMENT LLC

Advisory

N·SAN DIEGO, CA

Data as of Jun 29, 2020 · Source: SEC Form ADV

Total AUM

$183M

1-Year AUM Growth

-38.2%

3-Year CAGR

-11.5%

Employees

3

Assets Under Management

Total AUM$183M

Discretionary AUM$179M

Non-Discretionary AUM$4M

Discretionary %98.1%

Total Clients—

Team

Total Employees3

Investment Advisers5

Employee Growth (1Y)—

Filing History

Total Filings on Record40

First FilingMar 29, 2001

Latest FilingJun 29, 2020

🔒 Full AUM trend chart and 40 historical filings spanning 19+ 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 MANAGEMENT LLC

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