# Cornerstone Wealth

Cornerstone Wealth is a SEC-Registered Investment Adviser based in Huntersville, United States.

## Overview

- **Organization type:** SEC-Registered Investment Adviser
- **Headquarters:** Huntersville, United States
- **Region:** North America
- **Address:** Huntersville, NC, United States
- **Assets under management:** $2.5B regulatory AUM (Form ADV, October 2026)
- **Website:** cwgadvisors.com

## Regulatory record

- **CRD number:** 289971
- **SEC file number:** 801-112164
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-10-05
- **Reports private funds:** No

## About

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.

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Updated: 2026-10-14T19:10:15.583Z

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