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CORNERSTONE WEALTH ADVISORS, INC.
CRD 124947File 801-61799
APPROVED
Retail clients
Custody
Filing as of Jun 11, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$608.7M
Above cohort median (national)
Discretionary AUM
$587.5M
Non-discretionary $21.1M
Clients
337
1,479 accounts
Employees
8
Above cohort median in MN
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Feb 20, 2003
- Principal office
- 3300 EDINBOROUGH WAY, SUITE 450, EDINA, MN, 55435
- Phone
- (952) 920-3900
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $608.7M
- Discretionary AUM
- $587.5M
- Non-discretionary AUM
- $21.1M
- Discretionary accounts
- 1,444
- Non-discretionary accounts
- 35
- Total accounts
- 1,479
- AUM per client
- $1.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $7.3M |
| High net worth individuals | 173 | $501.1M |
| Individuals (other than high net worth individuals) | 163 | $100.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 329 | 337 | increased by8 |
| Apr 1, 2026 | AUM | $527,770,544 | $608,657,729 | increased by$80,887,185 |
| Apr 1, 2026 | Accounts | 1,541 | 1,479 | decreased by62 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 8 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 387 | 329 | decreased by58 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $454,741,261 | $527,770,544 | increased by$73,029,283 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,364 | 1,541 | increased by177 |
| Apr 1, 2022 | Employees | 6 | 4 | decreased by2 |
| Apr 1, 2022 | Clients | 277 | 387 | increased by110 |
| Apr 1, 2022 | AUM | $373,054,055 | $454,741,261 | increased by$81,687,206 |
| Apr 1, 2022 | Accounts | 1,263 | 1,364 | increased by101 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CORNERSTONE WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CORNERSTONE WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.