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WH CORNERSTONE INVESTMENTS INC.
CRD 119725 · SEC 801-117397
11 WASHINGTON STREET, DUXBURY, MA, 02332, United States
Phone
(888) 797-9009
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$200.0M
Discretionary AUM
$200.0M
Team
6 total employees; 4 advisory reps; 5 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 97 | $47.4M |
| High net worth individuals | 48 | $147.7M |
| Pension/profit sharing plans | 3 | $4.9M |
States served
MA, NY, NH, FL
All web addresses on file
- https://www.youtube.com/c/WHCornerstoneInvestmentsDuxbury
- https://www.instagram.com/whcornerstone/
- HTTPS://WWW.FACEBOOK.COM/WHCORNERSTONE
- HTTPS://TWITTER.COM/WHCORNERSTONE
- https://twitter.com/paulaharris
- https://Linkedin.com/in/paulaharris
- https://www.linkedin.com/in/cody-m-wright/
- HTTP://WWW.WHCORNERSTONE.COM
- https://LinkedIn.com/company/wh-cornerstone-investments
- https://www.linkedin.com/in/billmharris/
- https://twitter.com/billmharris
- http://www.whcretreats.com
Official SEC filing: View on IAPD