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| Happy Holidays!! thanks for using AUM13F!! |
| CornerStone Wealth Group LLC
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| CRD # | 289971 |
| SEC # | 801-112164 |
| CIK # | 0001522503, 0001674117, 0000016741, 0001990487, 0001774879 |
| AUM | $2.1 B (2025-07-18) |
| Employees | 50 (100% Investors, 40% Brokers) |
| Phone | 704-987-3410 |
| Address | 16810 Kenton Drive Huntersville, NC 28078 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| Nvidia Corp | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Wal Mart Stores Inc | 0.0 | ||
| Procter & Gamble Co | 0.0 | ||
| International Business Machines Corp | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,108 | 0.9 |
| (b) Individuals (high net worth individuals) | 238 | 1.2 |
| (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 | 24 | 0.0 |
| (n) Other | 109 | 0.0 |
| Total | 6,834 | 2.1 |
| By Discretionary | ||
| Discretionary | 6,834 | 2.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6,834 | 2.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.1 | |
| Total | 6,834 | 2.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001674117] | |
| 13F-HR | [0001774879] | |
| D | [0001990487] |
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|---|---|---|
|
RKL Wealth Management LLC
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PA | 2.1 |
|
Creativeone Securities LLC
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KS | 2.1 |
|
Relyea Zuckerberg Hanson LLC
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CT | 2.1 |
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Bristlecone Advisors LLC
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WA | 2.1 |
|
Pacific Income Advisers Inc
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CA | 2.1 |
|
Consolidated Planning Corporation
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GA | 2.1 |
|
Parsons Capital Management Inc
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|
RI | 2.1 |
|
LM Kohn & Company
✚
|
OH | 2.1 |
|
Meeder Advisory Services Inc
✚
|
OH | 2.1 |
|
Advocacy Wealth Management LLC
✚
|
GA | 2.1 |