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CORNERSTONE WEALTH MANAGEMENT, LLC
CRD 164666File 801-76973
APPROVED
Retail clients
Custody
Filing as of May 4, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$4.93B
Top 25% of cohort (national)
Discretionary AUM
$4.93B
Clients
12,691
20,602 accounts
Employees
103
Top 25% of cohort in MO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Aug 15, 2012
- Principal office
- 13358 MANCHESTER ROAD, SUITE 200, DES PERES, MO, 63131
- Phone
- (314) 394-1670
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.93B
- Discretionary AUM
- $4.93B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 20,602
- Non-discretionary accounts
- 0
- Total accounts
- 20,602
- AUM per client
- $389K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 73 | $71.9M |
| Charitable organizations | 39 | $20.8M |
| High net worth individuals | 3,511 | $3.32B |
| Pension and profit sharing plans | 125 | $30.6M |
| Individuals (other than high net worth individuals) | 8,943 | $1.49B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.