CornerStone Wealth Strategies Inc

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Assets, Funds, Holdings

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CornerStone Wealth Strategies Inc
CRD #297491
SEC #801-113703
CIK #
AUM $1.0 BB (2024-01-22)
Employees 14 (71% Investors, 71% Brokers)
Phone509-396-0588
Address8905 W Gage Blvd,
Kennewick, WA 99336
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
110088066044022002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 794 294.0
(b) Individuals (high net worth individuals) 296 677.4
(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 5 35.8
(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 1,090 1,007.2
By Discretionary
Discretionary 1,090 1,007.2
Non-Discretionary 0 0.0
Total 1,090 1,007.2
By Non-United States Persons
Non-United States Persons 1.6
United States Persons 1,005.6
Total 1,090 1,007.2
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Level Four Capital Management
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Campbell Wealth Management Inc
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REDW Wealth LLC
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Beacon Retirement Planning Services Inc
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