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CORNERSTONE WEALTH ADVISORS, INC.

EDINA, MN · CRD 124947 · IAPD ↗ · cornerstonewealthadvisors.com · (952) 920-3900

$608.7MRegulatory AUM
8Advisory reps
8Employees
1Clients
1-10Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
July 2026 — CORNERSTONE WEALTH ADVISORS, INC. notice-filed in OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2026 — CORNERSTONE WEALTH ADVISORS, INC. notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2026 — CORNERSTONE WEALTH ADVISORS, INC. reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
71
April 2026 — CORNERSTONE WEALTH ADVISORS, INC. grew from 5 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
April 2025 — CORNERSTONE WEALTH ADVISORS, INC. notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2025 — CORNERSTONE WEALTH ADVISORS, INC. crossed $500M in regulatory AUM ($445.4M -> $527.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
April 2024 — CORNERSTONE WEALTH ADVISORS, INC. notice-filed in NM.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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