CORNERSTONE WEALTH

16810 Kenton Drive
Suite 200
Huntersville, North Carolina 28078
Tel: 704-987-3410

About CORNERSTONE WEALTH

CORNERSTONE WEALTH, formally registered with the SEC as CORNERSTONE WEALTH. The firm was established in 12/22/2017. They have over 8 offices throughout the country.

CORNERSTONE WEALTH is a Huntersville, North Carolina based Financial Planning firm with nearly $1,292,570,659 assets under management, offering retirement planning & investment advisory services to 2093 clients. The firm is staffed with 50 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	289971
SEC#	801-112164
Assets Managed by Firm	$1,292,570,659
No. of Clients	2093
No. of Advisors	50

Fee Structure

A percentage of AUM
Fixed fees
Other (REVENUE SHARING ON ELIGIBLE CREDIT AND CASH MANAGEMENT SOLUTIONS)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (MANAGEMENT OF VARIABLE ANNUITY SUB-ACCOUNTS, CREDIT AND CASH MANAGEMENT SOLUTIONS AND INSURANCE SOLUTIONS)

Firm Client Information

	No. of Clients	AUM
Firm Total	2093	$1,292,570,659
Individuals (other than high net worth individuals)	1785	$764,980,320
High net worth individuals	140	$488,364,459
Corporations or other businesses	10	$19,897,790

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