← Tributary

CORNERSTONE WEALTH MANAGEMENT, LLC

DES PERES, MO · CRD 164666 · IAPD ↗ · (314) 394-1670

$4.93BRegulatory AUM
102Advisory reps
103Employees
4Clients
1-10Planning clients
0Private funds
43States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2026 — CORNERSTONE WEALTH MANAGEMENT, LLC moved its main office from ST. PETERS, MO to DES PERES, MO.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
55
April 2026 — CORNERSTONE WEALTH MANAGEMENT, LLC added office(s): 42 -> 45 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
81
April 2026 — CORNERSTONE WEALTH MANAGEMENT, LLC grew from 91 to 102 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
April 2025 — CORNERSTONE WEALTH MANAGEMENT, LLC notice-filed in ME.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2025 — CORNERSTONE WEALTH MANAGEMENT, LLC added office(s): 41 -> 42 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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