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CORNERSTONE WEALTH ADVISORS, INC.
CRD 309544 · SEC 801-132490
1808 ASTON AVENUE, SUITE 150, CARLSBAD, CA, 92008, United States
Phone
760-476-1376
Fax
760-476-2718
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$145.6M
Discretionary AUM
$140.1M
Team
4 total employees; 4 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 105 | $25.0M |
| High net worth individuals | 50 | $117.0M |
| Pension/profit sharing plans | 1 | $3.5M |
| Charitable organizations | 1 | $130K |
States served
CA, SC, TX
All web addresses on file
Official SEC filing: View on IAPD