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Cornerstone Wealth
Cornerstone Wealth is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 289971, SEC file 801-112164), with its main...
Overview
Cornerstone Wealth is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 289971, SEC file 801-112164), with its main office in Huntersville, North Carolina. Its Form ADV filed on 5 October 2026 reports $2.5B in regulatory assets under management across 2,274 accounts.
General information
Firm type
SEC-Registered Investment Adviser
AUM
$2.5B regulatory AUM (Form ADV, October 2026)
Location
Region
North America
Country
United States
City
Huntersville
Corporate office
Huntersville, NC, United States
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