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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| CornerStone Wealth Management LLC
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|---|---|
| CRD # | 164666 |
| SEC # | 801-76973 |
| CIK # | 0001522503, 0001674117, 0000016741, 0001990487, 0001774879 |
| AUM | $4.1 B (2025-06-12) |
| Employees | 139 (65% Investors, 66% Brokers) |
| Phone | 636-397-6200 |
| Address | 7417 Mexico Road St Peters, MO 63376 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($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 ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 12,861 | 1.3 |
| (b) Individuals (high net worth individuals) | 5,703 | 2.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 105 | 0.0 |
| (h) Charitable organizations | 58 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 85 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 18,813 | 4.1 |
| By Discretionary | ||
| Discretionary | 18,813 | 4.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 18,813 | 4.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.1 | |
| Total | 18,813 | 4.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001674117] | |
| 13F-HR | [0001774879] | |
| D | [0001990487] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Hillsdale Investment Management Inc
✚
|
4.5 | |
|
Southeastern Asset Management Inc
✚
|
TN | 4.3 |
|
Martingale Asset Management LP
✚
|
MA | 4.3 |
|
Donald Smith & Co Inc
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|
NY | 4.3 |
|
Dalton Investments Inc
✚
|
CA | 4.1 |
|
Value Partners Hong Kong Limited
✚
|
4.1 | |
|
Marsico Capital Management LLC
✚
|
CO | 4.0 |
|
Castleark Management LLC
✚
|
IL | 4.0 |
|
Franklin Street Advisors Inc
✚
|
NC | 3.9 |
|
1607 Capital Partners LLC
✚
|
VA | 3.8 |