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| CornerStone Wealth Advisors Inc
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|---|---|
| CRD # | 124947 |
| SEC # | 801-61799 |
| CIK # | 0001862176 |
| AUM | 608.7 M (2026-06-11) |
| Employees | 8 (100% Investors, 0% Brokers) |
| Phone | 952-920-3900 |
| Address | 3300 Edinborough Way Edina, MN 55435 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Vicor Corp | 3.1 | ||
| Apple Inc | 1.6 | ||
| UnitedHealth Group Inc | 1.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 163 | 100.3 |
| (b) Individuals (high net worth individuals) | 173 | 501.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 7.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,479 | 608.7 |
| By Discretionary | ||
| Discretionary | 1,444 | 587.5 |
| Non-Discretionary | 35 | 21.1 |
| Total | 1,479 | 608.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.1 | |
| United States Persons | 607.6 | |
| Total | 1,479 | 608.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001862176] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1 (1 non-US) |
| Serves | Institutional, Retail |
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|---|---|---|
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J Stern & Co LLC
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Rose Capital Advisors LLC
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|
Beacon Harbor Wealth Advisors Inc
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|
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|
The Enterprise Investment Company
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