27366 Center Ridge Road
Westlake, Ohio 44145
Tel: 440-899-4000
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 106950 |
SEC# | 801-51066 |
Assets Managed by Firm | $329,921,552 |
No. of Clients | 829 |
No. of Advisors | 8 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 829 | $329,921,552 |
Individuals (other than high net worth individuals) | 245 | $54,376,193 |
High net worth individuals | 57 | $135,334,353 |
Pension and profit sharing plans | 10 | $5,629,714 |
Charitable organizations | 7 | $11,160,866 |
Corporations or other businesses | 63 | $123,420,426 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$71,982,699,043 | 134 | 133 | |
$71,037,804,050 | 1405 | 151 | |
$25,371,529,349 | 516 | 48 | |
$24,763,108,831 | 4149 | 129 | |
$23,908,418,539 | 68 | 122 |
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