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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| CornerStone Wealth LLC
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| CRD # | 313269 |
| SEC # | 801-123282 |
| CIK # | 0001522503, 0001674117, 0000016741, 0001990487, 0001774879 |
| AUM | $244.5 M (2025-04-02) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 423-588-7151 |
| Address | 517 N Main Street Greeneville, TN 37745 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| 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 ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 508 | 130.5 |
| (b) Individuals (high net worth individuals) | 57 | 100.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 10.3 |
| (h) Charitable organizations | 6 | 3.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,421 | 244.5 |
| By Discretionary | ||
| Discretionary | 1,292 | 226.9 |
| Non-Discretionary | 129 | 17.6 |
| Total | 1,421 | 244.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 244.5 | |
| Total | 1,421 | 244.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001674117] | |
| 13F-HR | [0001774879] | |
| D | [0001990487] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wealth Management Strategies Inc
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PA | 0.3 |
|
First Financial Advisory Services Inc
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|
RI | 0.3 |
|
Holder Wealth Management Inc
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IL | 0.2 |
|
Wealth Intelligence LLC
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GA | 0.2 |
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Peak Retirement Planning Inc
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OH | 0.2 |
|
Valuewealth Services LLC
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|
MD | 0.2 |
|
Welch Investment Group LLC
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|
OR | 0.2 |
|
Luken Investment Analytics LLC
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|
TN | 0.2 |
|
Fenway Financial Advisors LLC
✚
|
VA | 0.2 |
|
Vivid Wealth Management LLC
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|
IA | 0.2 |