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CORNERSTONE WEALTH MANAGEMENT, LLC
CRD 164666 · SEC 801-76973
13358 MANCHESTER ROAD, SUITE 200, DES PERES, MO, 63131, United States
Phone
(314) 394-1670
Fax
636-397-6201
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.93B
Discretionary AUM
$4.93B
Team
103 total employees; 102 advisory reps; 4 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersLPL SPONSORED ADVISORY PROGRAMS; INVESTMENT MANAGEMENT & RESEARCH SUBSCRIPTION LICENSING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 8943 | $1.49B |
| High net worth individuals | 3511 | $3.32B |
| Pension/profit sharing plans | 125 | $30.6M |
| Charitable organizations | 39 | $20.8M |
| Corporations/business entities | 73 | $71.9M |
States served
AL, AZ, AR, CA, CO, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, SC, TN, UT, VA, WI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- https://www.linkedin.com/in/simon-pockrus-224859b/
- https://www.cwmranchomirage.com
- https://www.milestoneic.com/
- https://www.facebook.com/Donald-Aulbert-II-Financial-Advisor-105558577627411/
- https://www.kevinyingst.com/
- https://www.linkedin.com/in/brian-padrick-cfp®-8b264593
- https://www.focus-wm.com/
- https://www.juliebriar.com/
- https://www.stockyardwealth.com/
- https://www.linkedin.com/in/thomasgooden/
- http://www.vinewm.com/
- HTTP://WWW.ENDEAVORWEALTHMGT.COM
- https://www.linkedin.com/in/robertlocfa/
- HTTP://WWW.STONE8WM.COM
- https://www.linkedin.com/in/gabrielsilvalpl/
- https://www.linkedin.com/in/chris-swenson-cfp%C2%AE-54051428/
- https://www.facebook.com/T.CaseyLoper.cornerstonewealthmanagement/?ref=py_c
- https://www.linkedin.com/in/erik-thompson-57b81414/
- https://www.linkedin.com/in/ron-bell-94a598a1/
- http://www.steamboatfinancial.com/
- https://www.facebook.com/KeiferTeam
- https://www.mattschellman.com/
- https://www.linkedin.com/in/laura-fenton-b68b28195/
- https://www.wmadvisorsaz.com/
- https://www.doylewealthcwm.com/
- https://www.donaulbert.com/
- https://www.mygenfinitywealth.com/
- https://www.linkedin.com/in/patrick-doyle-6308b1a/
- https://www.facebook.com/TriadaAdvisors/
- https://www.linkedin.com/in/rocky-rains-38309a106/
- https://www.linkedin.com/in/greg-shoemaker-8b698066/
- https://www.linkedin.com/in/curtis-green-5a2204159/
- https://www.linkedin.com/in/john-wehmer-cfp%C2%AE-12613282/
- https://www.linkedin.com/in/kevin-yingst-51439111/
- https://www.linkedin.com/in/dean-millonas-92997b69/
- https://www.facebook.com/Patrick-Doyle-Certified-Financial-Planner-2151304368259617/
- https://www.facebook.com/bentobenfinancial/
- HTTP://WWW.STAUROSFINANCIAL.COM
- http://www.facebook.com/Stauros-Financial-LLC-234123766648831/
- https://www.glasscockfinancial.com/
- http://www.jmhillwealthmanagement.com/
- https://twitter.com/planandinvest
- https://www.linkedin.com/in/nathan-morse-59b98375/
- https://gatewaywealthstl.com/
- https://twitter.com/G8wayWealthSTL
- https://www.carlislemott.com/
- https://www.linkedin.com/in/carlislemott/
- https://www.linkedin.com/in/eric-anderhub-56047b6/
- https://www.linkedin.com/in/davidfostergatewaywealthstl/
- https://www.joekeifer.com/
- https://www.linkedin.com/in/nik-krickovic-79657155
- https://www.linkedin.com/company/triada-advisors
- https://www.linkedin.com/in/matthewschellman/
- https://www.linkedin.com/in/benjamin-g-toben-aams%C2%AE-2494243a/
- https://www.linkedin.com/in/markbeckrich/
- https://www.facebook.com/jachurafinancial/
- http://www.thoroughbredfinancialsolutions.com
- http://www.keiferteam.com
- https://www.linkedin.com/in/wraylori/
- https://www.linkedin.com/in/alison-d-hadzic-476947223/
- HTTP://WWW.ERIKTHOMPSONFINANCIAL.COM
- HTTPS://TWITTER.COM/STONE8WM?LANG=EN
- https://www.linkedin.com/in/alexander-hoover-723b92171/
- https://www.linkedin.com/in/grantjkeifer/
- https://www.linkedin.com/in/dan-smith-cfs-1b182710/
- https://www.linkedin.com/in/chad-klassen-aams-05b9a334/
- https://www.linkedin.com/in/charles-wray-66275714b/
- https://www.linkedin.com/in/derrick-casey-6685b47/
- https://www.linkedin.com/in/cal-neeman-4bab5511a/
- https://www.linkedin.com/in/robertdussicfpclu/
- HTTPS://WWW.FACEBOOK.COM/ERIK-THOMPSON-FINANCIAL-STRATEGIES-LLC-1561593204061467/
- https://www.facebook.com/pages/category/Financial-Service/Michael-Etheridge-1699970343626455/
- https://www.facebook.com/legendsfinancialservicesgroup/
- HTTPS://WWW.FACEBOOK.COM/ENDEAVORWEALTH/
- https://www.youtube.com/channel/UCs4TbFS4m1E3-JukG1k3Wgw
- https://www.linkedin.com/in/patrick-lodes-43b013212/
- https://www.linkedin.com/in/chris-anderson-2689a213/
- HTTPS://WWW.FACEBOOK.COM/STONE8WM/
- HTTP://WWW.DIXONINCORPORATED.COM
- https://www.linkedin.com/in/chris-swenson-cfp-54051428/
- HTTP://WWW.MYCWMUSA.COM
- https://www.linkedin.com/in/bretsinak/
- https://www.linkedin.com/in/davidfostercwm/
- https://www.facebook.com/CWM.CGreen/
- https://www.dmillonas.com/
- https://www.facebook.com/buildingyourfinancialfoundation/
- https://www.linkedin.com/company/cornerstone-wealth-management-usa/
- http://mygenfinitywealth.com/
- https://www.linkedin.com/in/davelkaplan/
- https://www.linkedin.com/in/dr-david-la-rue-12061811/
- https://www.linkedin.com/in/andrewlohmeyer/
- https://www.linkedin.com/in/larry-bridwell-cltc-31b07790/
- https://www.facebook.com/cornerstonejw/
- https://www.ericanderhub.com/
- https://www.tclwm.com/
- https://www.linkedin.com/in/brian-padrick-cfp%C2%AE-8b264593/
- https://www.linkedin.com/in/mark-deprospero-24922a18/
- https://www.linkedin.com/in/donald-aulbert-5520a7a2/
- https://www.socalcwm.com/
- https://www.linkedin.com/in/billkallaosjr/
- https://www.linkedin.com/in/sandra-callier-a0286737/
- https://www.linkedin.com/in/jessica-anseth-74a626183/
- https://www.facebook.com/robertjdussi/
- https://www.facebook.com/GenFinityWealthManagement/
- https://www.linkedin.com/in/ericshsmith/
- https://www.facebook.com/LauraFentonFA/
- https://www.linkedin.com/in/aaron-thompson-cpa-b0b89a40/
- https://www.linkedin.com/in/timwardlegends/
- https://www.linkedin.com/in/loiuiswray/
- https://twitter.com/endeavorwealth?lang=en
- https://twitter.com/genfinitym
- http://www.erikthompsonfinancial.com/
- https://www.ben-toben.com/
- https://www.linkedin.com/in/rob-schmidt-financial-advisor-4804b6ba/
- https://www.staurosfinancial.com/
- https://www.triadaadvisors.com/
- https://www.legendsfinancialservices.com/
- https://www.rainswealthmanagement.com/
- https://twitter.com/twlegends
- https://www.linkedin.com/in/john-f-gore-ab71422a/
- https://www.linkedin.com/in/dale-huber-b9794119/
- https://www.linkedin.com/in/mark-minton-aams%C2%AE-crpc%C2%AE-3043ab79/
- https://www.facebook.com/Alison-Hadzic-Financial-Planner-107623161710491
- https://www.facebook.com/legendsfinancialservicesgroup/
- https://www.facebook.com/socalcwm
- https://www.lifetimeplanning.biz/
- https://www.johnwehmer.com/
- https://www.linkedin.com/in/mattrufkahr/
- https://www.bellwealthrva.com/
- https://www.linkedin.com/in/michaeletheridge71/
- https://www.linkedin.com/in/jordan-faerber-cpa-cfp%C2%AE-48a02715/
- https://www.facebook.com/buildingyourfinancialfoundation
Official SEC filing: View on IAPD