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| CornerStone Wealth LLC
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|---|---|
| CRD # | 313269 |
| SEC # | 801-123282 |
| CIK # | 0000016741, 0001990487, 0001522503, 0001774879, 0001674117 |
| AUM | 284.7 M (2026-03-11) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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 | ||
| Wal Mart Stores Inc | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Procter & Gamble Co | 0.0 | ||
| Johnson & Johnson | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 503 | 150.3 |
| (b) Individuals (high net worth individuals) | 64 | 115.2 |
| (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 | 5 | 14.8 |
| (h) Charitable organizations | 7 | 4.3 |
| (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 | 3 | 0.1 |
| Total | 1,425 | 284.7 |
| By Discretionary | ||
| Discretionary | 1,312 | 265.6 |
| Non-Discretionary | 113 | 19.1 |
| Total | 1,425 | 284.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 284.7 | |
| Total | 1,425 | 284.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001674117] | |
| 13F-HR | [0001774879] | |
| D | [0001990487] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Luken Investment Analytics LLC
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|
TN | 292.2 M |
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IA | 290.9 M |
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TX | 288.2 M |
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One Wealth Map LLC
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FL | 286.6 M |
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Holder Wealth Management Inc
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IL | 284.0 M |
|
Ramiah Investment Group Inc
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WI | 283.3 M |
|
Lobscouser II LLC
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MO | 278.8 M |
|
First Financial Advisory Services Inc
✚
|
RI | 278.0 M |