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CORNERSTONE WEALTH
CORNERSTONE WEALTH GROUP, LLC
CRD 289971 · SEC 801-112164
16810 KENTON DRIVE, SUITE 200, HUNTERSVILLE, NC, 28078, United States
Phone
704-987-3410
Fax
704-987-4240
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.49B
Discretionary AUM
$2.49B
Team
50 total employees; 50 advisory reps; 50 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees; REVENUE SHARING ON ELIGIBLE CREDIT AND CASH MANAGEMENT SOLUTIONS
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersMANAGEMENT OF VARIABLE ANNUITY SUB-ACCOUNTS, CREDIT AND CASH MANAGEMENT SOLUTIONS AND INSURANCE SOLUTIONS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2054 | $988.5M |
| High net worth individuals | 319 | $1.45B |
| Corporations/business entities | 29 | $17.3M |
States served
AL, AZ, CA, CO, DC, GA, IL, IN, KS, LA, ME, MD, MA, MI, MN, MS, MT, NV, NJ, NY, NC, OH, OR, PA, SC, TN, UT, VA, WI, WY, MO, WA, TX, NH, FL
All web addresses on file
- HTTPS://TWITTER.COM/CWGADVISORS
- HTTPS://WWW.FACEBOOK.COM/CWG-ADVISORS-343730062377643/
- HTTPS://FOCUSFINANCIALPARTNERS.COM
- HTTPS://WWW.LINKEDIN.COM/COMPANY/CORNERSTONE-FINANCIAL-PARTNERS-INC
- HTTPS://WWW.LINKEDIN.COM/COMPANY/FOCUS-FINANCIAL-PARTNERS
- HTTPS://CWGRETIRE.COM
- HTTP://CWGADVISORS.COM
- HTTPS://TWITTER.COM/FOCUSFINANCIAL
Official SEC filing: View on IAPD