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CORNERSTONE WEALTH STRATEGIES, INC.

KENNEWICK, WA · CRD 297491 · IAPD ↗ · 509-396-0588

$1.01BRegulatory AUM
10Advisory reps
14Employees
21Clients
101-250Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
September 2024 — CORNERSTONE WEALTH STRATEGIES, INC. (KENNEWICK, WA) left the SEC roster (was $1.01B RAUM, 10 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
85
February 2024 — CORNERSTONE WEALTH STRATEGIES, INC. crossed $1B in regulatory AUM ($770.3M -> $1.01B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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