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WH CORNERSTONE INVESTMENTS INC.

DUXBURY, MA · CRD 119725 · IAPD ↗ · (888) 797-9009

$200.0MRegulatory AUM
4Advisory reps
6Employees
5Clients
101-250Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
December 2025 — WH CORNERSTONE INVESTMENTS INC. notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
67
December 2025 — WH CORNERSTONE INVESTMENTS INC. grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
58
March 2025 — WH CORNERSTONE INVESTMENTS INC. reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
July 2024 — WH CORNERSTONE INVESTMENTS INC. moved its main office from KINGSTON, MA to DUXBURY, MA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
55
April 2024 — W.H. CORNERSTONE INVESTMENTS INC. is now doing business as WH CORNERSTONE INVESTMENTS INC..
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
61
April 2024 — WH CORNERSTONE INVESTMENTS INC. reports 51-100 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.