Wealth Manager
    SEC Registered
    Manages Private Funds

    Cornerstone Wealth Management, LLC

    Registered investment advisor · Des Peres, Missouri · CRD #164666

    Assets Under Management
    $4.9B
    Client Accounts
    20,602
    Employees
    103
    CRD Number
    164666
    Registration
    SEC Registered
    Custodian
    Lpl Financial Llc

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

    About Cornerstone Wealth Management, LLC

    Cornerstone Wealth Advisors and its associates offer you over 72+ years of combined industry experience including three associates that are CERTIFIED FINANCIAL PLANNER™ professionals. We understand that everyone has different dreams, goals and financial needs, therefore, each client requires financial strategies specifically tailored to help address their individual goals. As of January 2024, Cornerstone Wealth serves clients in 35 states nationwide. Together, we can help you take charge of yo

    Fee Structure

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

    Contacts, 13F holdings & brochure intel for Cornerstone Wealth Management, LLC

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    Frequently Asked Questions

    What is Cornerstone Wealth Management, LLC's AUM?

    Cornerstone Wealth Management, LLC reports approximately $4.9B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Cornerstone Wealth Management, LLC headquartered?

    Cornerstone Wealth Management, LLC is headquartered in Des Peres, Missouri.

    What is Cornerstone Wealth Management, LLC's CRD number?

    Cornerstone Wealth Management, LLC's CRD number is 164666. 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 Management, LLC manage?

    Cornerstone Wealth Management, LLC manages approximately 20,602 client accounts according to its latest SEC filing.

    Is Cornerstone Wealth Management, LLC SEC registered?

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

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