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CORNERSTONE WEALTH ADVISORS, INC.

CARLSBAD, CA · CRD 309544 · IAPD ↗ · cwainvestors.com · 760-476-1376

$145.6MRegulatory AUM
4Advisory reps
4Employees
0Clients
1-10Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
December 2025 — CORNERSTONE WEALTH ADVISORS, INC. reported RAUM up 30% ($110.2M -> $143.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
July 2025 — CORNERSTONE WEALTH ADVISORS, INC. notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
July 2025 — CORNERSTONE WEALTH ADVISORS, INC. added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
95
May 2025 — CORNERSTONE WEALTH ADVISORS, INC. (CARLSBAD, CA) is newly SEC-registered with $110.2M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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