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| Legacy CornerStone Wealth LLC
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|---|---|
| CRD # | 281027 |
| SEC # | 801-120618 |
| CIK # | |
| AUM | 22.4 M (2026-06-30) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 702-767-9891 |
| Address | 5940 S Rainbow Blvd Las Vegas, NV 89118 |
| Source | [IAPD] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Account Minimums and Types of Clients — Form ADV Part 2A (7/10/2026) [Brochure] |
|---|
Item 7: Types of Clients Legacy Cornerstone Wealth offers its investment services to various types of clients including individuals and high-net-worth individuals, trusts, estates, charitable organizations, pension and/or profit- sharing plans, corporations, and other legal entities. Legacy Cornerstone Wealth generally requires minimum household size of $250,000 in investable assets. Legacy Cornerstone Wealth, in its sole discretion, may waive the required minimum. Certain third-party money managers have higher minimum investment amounts. |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 181 | 22.4 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 0 | 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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 560 | 22.4 |
| By Discretionary | ||
| Discretionary | 560 | 22.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 560 | 22.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 22.4 | |
| Total | 560 | 22.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 6 |
| Serves | Institutional, Retail |
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