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CORNERSTONE WEALTH MANAGEMENT GROUP

GREENEVILLE, TN · CRD 313269 · IAPD ↗ · cornerstonewealthtn.com · 423-588-7151

$284.7MRegulatory AUM
4Advisory reps
6Employees
0Clients
51-100Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
December 2025 — CORNERSTONE WEALTH MANAGEMENT GROUP notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
April 2025 — CORNERSTONE WEALTH MANAGEMENT GROUP reported RAUM up 28% ($190.6M -> $244.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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