Investment adviser · CRD 313269
CORNERSTONE WEALTH MANAGEMENT GROUP
Investment adviser filing (IA)
CORNERSTONE WEALTH, LLC
GREENEVILLE, TN, United States · Form ADV filed Mar 11, 2026
- Regulatory AUM
- $285M Form ADV · Item 5.F
- Client accounts
- 1,425 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 503 | $150,317,650 | 52.8% |
| High-net-worth individuals | 64 | $115,155,440 | 40.4% |
| Retirement plans | 5 | $14,751,920 | 5.2% |
| Charities | 7 | $4,340,667 | 1.5% |
| Other clients | Fewer than 5 | $120,257 | 0.0% |
Filing source
Form ADV 2063300 · Mar 11, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 11, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
517 N. MAIN STREET, SUITE AGREENEVILLE, TN, 37745, United States
CRD 313269
Filing source
Form ADV 2063300 · Mar 11, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.