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CORNERSTONE WEALTH MANAGEMENT

27366 Center Ridge Road
Westlake, Ohio 44145
Tel: 440-899-4000

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About CORNERSTONE WEALTH MANAGEMENT

CORNERSTONE WEALTH MANAGEMENT, formally registered with the SEC as CORNERSTONE WEALTH MANAGEMENT. The firm was established in 02/01/1996. They have over 1 offices throughout the country.

CORNERSTONE WEALTH MANAGEMENT is a Westlake, Ohio based Financial Planning firm with nearly $329,921,552 assets under management, offering retirement planning & investment advisory services to 829 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#106950
SEC#801-51066
Assets Managed by Firm$329,921,552
No. of Clients829
No. of Advisors8

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals

Firm Client Information

No. of ClientsAUM
Firm Total829$329,921,552
Individuals (other than high net worth individuals)245$54,376,193
High net worth individuals57$135,334,353
Pension and profit sharing plans10$5,629,714
Charitable organizations7$11,160,866
Corporations or other businesses63$123,420,426

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