CORNERSTONE WEALTH MANAGEMENT GROUP

Legal name: CORNERSTONE WEALTH, LLC

CRD 313269File 801-123282

APPROVED

Retail clients

Filing as of Mar 11, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$284.7M

Below cohort median (national)

Discretionary AUM

$265.6M

Non-discretionary $19.1M

Clients

579

1,425 accounts

Employees

Below cohort median in TN

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: Mar 1, 2022
Principal office: 517 N. MAIN STREET, SUITE A, GREENEVILLE, TN, 37745
Phone: 423-588-7151
Website: https://www.cornerstonewealthtn.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $284.7M
Discretionary AUM: $265.6M
Non-discretionary AUM: $19.1M
Discretionary accounts: 1,312
Non-discretionary accounts: 113
Total accounts: 1,425
AUM per client: $492K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	7	$4.3M
High net worth individuals	64	$115.2M
Pension and profit sharing plans	5	$14.8M
Individuals (other than high net worth individuals)	503	$150.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other
Financial planning services
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 17, 2026	Clients	582	579
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.