Investment adviser · CRD 164666
CORNERSTONE WEALTH MANAGEMENT, LLC
Investment adviser filing (IA)
DES PERES, MO, United States · Form ADV filed May 4, 2026
- Regulatory AUM
- $4.93B Form ADV · Item 5.F
- Client accounts
- 20,602 Accounts, not individual clients
- Employees
- 103 Reported in this filing
- Advisory professionals
- 102 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 |
|---|---|---|---|
| High-net-worth individuals | 3,511 | $3,320,425,153 | 67.3% |
| Individuals | 8,943 | $1,489,899,744 | 30.2% |
| Corporations & businesses | 73 | $71,935,136 | 1.5% |
| Retirement plans | 125 | $30,627,454 | 0.6% |
| Charities | 39 | $20,778,458 | 0.4% |
| Other clients | Fewer than 5 | $347,294 | 0.0% |
Filing source
Form ADV 2103158 · May 4, 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: May 4, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
13358 MANCHESTER ROAD, SUITE 200DES PERES, MO, 63131, United States
CRD 164666
Filing source
Form ADV 2103158 · May 4, 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.