Wealth Manager
    SEC Registered
    Manages Private Funds

    Cornerstone Wealth

    Registered investment advisor · Huntersville, North Carolina · CRD #289971

    Assets Under Management
    $2.5B
    Client Accounts
    2,274
    Employees
    50
    CRD Number
    289971
    Registration
    SEC Registered
    Custodian
    Fidelity Brokerage Services Llc, Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Cornerstone Wealth

    Cornerstone Wealth Advisory is a division of Strategies For Wealth, offering fee-only investment management and financial planning services with a fiduciary responsibility to clients' best interests. They focus on proactive investment management and retirement planning.

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Yes

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    Frequently Asked Questions

    What is Cornerstone Wealth's AUM?

    Cornerstone Wealth reports approximately $2.5B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Cornerstone Wealth headquartered?

    Cornerstone Wealth is headquartered in Huntersville, North Carolina.

    What is Cornerstone Wealth's CRD number?

    Cornerstone Wealth's CRD number is 289971. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Cornerstone Wealth manage?

    Cornerstone Wealth manages approximately 2,274 client accounts according to its latest SEC filing.

    Is Cornerstone Wealth SEC registered?

    Yes, Cornerstone Wealth is registered with the SEC as an investment adviser with an approved registration status.

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