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CORNERSTONE WEALTH MANAGEMENT
DAGCO, INC.
CRD 106950 · SEC 801-51066
27366 CENTER RIDGE ROAD, WESTLAKE, OH, 44145, United States
Phone
440-899-4000
Fax
440-899-9030
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$628.7M
Discretionary AUM
$620.6M
Team
8 total employees; 4 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 272 | $81.3M |
| High net worth individuals | 104 | $346.2M |
| Pension/profit sharing plans | 9 | $5.0M |
| Charitable organizations | 7 | $18.7M |
| Corporations/business entities | 71 | $177.4M |
States served
CA, CO, GA, KY, LA, MI, NJ, OH, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD