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CORNERSTONE WEALTH MANAGEMENT GROUP
CORNERSTONE WEALTH, LLC
CRD 313269 · SEC 801-123282
517 N. MAIN STREET, SUITE A, GREENEVILLE, TN, 37745, United States
Phone
423-588-7151
Fax
423-370-1266
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$284.7M
Discretionary AUM
$265.6M
Team
6 total employees; 4 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 503 | $150.3M |
| High net worth individuals | 64 | $115.2M |
| Pension/profit sharing plans | 5 | $14.8M |
| Charitable organizations | 7 | $4.3M |
States served
NC, SC, TN, FL
All web addresses on file
Official SEC filing: View on IAPD