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| CornerStone Wealth Management LLC
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|---|---|
| CRD # | 164666 |
| SEC # | 801-76973 |
| CIK # | 0000016741, 0001990487, 0001522503, 0001774879, 0001674117 |
| AUM | 4,934.0 M (2026-05-04) |
| Employees | 103 (99% Investors, 99% Brokers) |
| Phone | 314-394-1670 |
| Address | 13358 Manchester Road Des Peres, MO 63131 |
| 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 | ||
| 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) | 8,943 | 1.5 |
| (b) Individuals (high net worth individuals) | 3,511 | 3.3 |
| (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 | 125 | 0.0 |
| (h) Charitable organizations | 39 | 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 | 73 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 20,602 | 4.9 |
| By Discretionary | ||
| Discretionary | 20,602 | 4.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 20,602 | 4.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.9 | |
| Total | 20,602 | 4.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001674117] | |
| 13F-HR | [0001774879] | |
| D | [0001990487] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.8B |
| Clients | 4 |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
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|---|---|---|
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