← Back to searchVisit website
CORNERSTONE WEALTH ADVISORS, INC.
CRD 124947 · SEC 801-61799
3300 EDINBOROUGH WAY, SUITE 450, EDINA, MN, 55435, United States
Phone
(952) 920-3900
Fax
(952) 920-9567
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$608.7M
Discretionary AUM
$587.5M
Team
8 total employees; 8 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-06-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 163 | $100.3M |
| High net worth individuals | 173 | $501.1M |
| Charitable organizations | 1 | $7.3M |
States served
CA, CO, LA, MN, NM, OR, VA, WI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD