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| CornerStone Wealth Group LLC
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| CRD # | 289971 |
| SEC # | 801-112164 |
| CIK # | 0000016741, 0001990487, 0001522503, 0001774879, 0001674117 |
| AUM | 2,487.0 M (2026-03-24) |
| Employees | 50 (100% Investors, 40% Brokers) |
| Phone | 704-987-3410 |
| Address | 16810 Kenton Drive Huntersville, NC 28078 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| Nvidia Corp | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Wal Mart Stores Inc | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Procter & Gamble Co | 0.0 | ||
| Johnson & Johnson | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,054 | 1.0 |
| (b) Individuals (high net worth individuals) | 319 | 1.5 |
| (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 | 0 | 0.0 |
| (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 | 29 | 0.0 |
| (n) Other | 104 | 0.0 |
| Total | 2,274 | 2.5 |
| By Discretionary | ||
| Discretionary | 2,274 | 2.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,274 | 2.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.5 | |
| Total | 2,274 | 2.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001674117] | |
| 13F-HR | [0001774879] | |
| D | [0001990487] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 50 |
| Serves | Institutional, Retail |
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