CORNERSTONE WEALTH ADVISORS, INC.
  • CORNERSTONE WEALTH ADVISORS, INC.

Adviser Profile

As of Date 02/13/2026
Registration SEC, Approved, 04/21/2025
Other registrations (4)
Former registrations

CORNERSTONE WEALTH ADVISORS, INC.

ADV Location CARLSBAD, CA, United States
Contact Info 760 xxxxxxx
Websites
AUM* 145,630,000 32%
of that, discretionary 140,130,000 27%
Number of Employees 4
of those in investment advisory functions 4
Private Fund GAV* 0
Avg Account Size 342,659 9%
% High Net Worth 31.85% 20%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

143M 123M 102M 82M 61M 41M 20M
2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees