Investment adviser · CRD 297491
CORNERSTONE WEALTH STRATEGIES, INC.
Investment adviser filing (IA)
KENNEWICK, WA, United States · Form ADV filed Jan 22, 2024
- Regulatory AUM
- $1.01B Form ADV · Item 5.F
- Client accounts
- 1,090 Accounts, not individual clients
- Employees
- 14 Reported in this filing
- Advisory professionals
- 10 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 | 296 | $677,419,476 | 67.3% |
| Individuals | 794 | $294,013,348 | 29.2% |
| Charities | 5 | $35,810,804 | 3.6% |
Filing source
Form ADV 1815784 · Jan 22, 2024 · 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: Jan 22, 2024. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
8905 W. GAGE BLVD.,, SUITE 110KENNEWICK, WA, 99336, United States
CRD 297491
Filing source
Form ADV 1815784 · Jan 22, 2024 · 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.