CORNERSTONE WEALTH ADVISORS, INC.

CRD 309544File 801-132490

APPROVED

Retail clients

Filing as of Feb 13, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$145.6M

Bottom 25% of cohort (national)

Discretionary AUM

$140.1M

Non-discretionary $5.5M

Clients

157

425 accounts

Employees

Bottom 25% of cohort in CA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: LARO
Registration date: Apr 21, 2025
Principal office: 1808 ASTON AVENUE, SUITE 150, CARLSBAD, CA, 92008
Phone: 760-476-1376
Website: HTTP://WWW.CWAINVESTORS.COM/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $145.6M
Discretionary AUM: $140.1M
Non-discretionary AUM: $5.5M
Discretionary accounts: 423
Non-discretionary accounts: 2
Total accounts: 425
AUM per client: $928K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$130K
High net worth individuals	50	$117.0M
Pension and profit sharing plans	1	$3.5M
Individuals (other than high net worth individuals)	105	$25.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

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: No
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 11

This 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.