RIA Intel›Advisers›Missouri›CORNERSTONE WEALTH MANAGEMENT, LLC

CORNERSTONE WEALTH MANAGEMENT, LLC

Advisory

N·DES PERES, MO

Data as of May 4, 2026 · Source: SEC Form ADV

Total AUM
$4.9B
1-Year AUM Growth
+5.6%
3-Year CAGR
+5.3%
Employees
102
Assets Under Management
Total AUM$4.9B
Discretionary AUM$4.9B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients18,812
Team
Total Employees102
Investment Advisers103
Employee Growth (1Y)—
Filing History
Total Filings on Record119
First FilingJul 24, 2012
Latest FilingMay 4, 2026
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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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