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CORNERSTONE WEALTH

HUNTERSVILLE, NC · CRD 289971 · IAPD ↗ · 704-987-3410

$2.49BRegulatory AUM
50Advisory reps
50Employees
50Clients
1-10Planning clients
0Private funds
35States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
September 2026 — CORNERSTONE WEALTH added office(s): 7 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
April 2026 — CORNERSTONE WEALTH notice-filed in NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2025 — CORNERSTONE WEALTH notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
72
April 2025 — CORNERSTONE WEALTH reported RAUM up 63% ($1.29B -> $2.11B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
April 2024 — CORNERSTONE WEALTH notice-filed in MT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
75
April 2024 — CORNERSTONE WEALTH grew from 45 to 50 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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