CORNERSTONE WEALTH ADVISORS, INC.

Company Profile

As of Date 06/11/2026
ADV Location United States, MN
Websites
AUM* 754,287,729 36%
of that, discretionary 727,670,426 34%
Number of Employees 12 -8%
of those in investment advisory functions 12 33%
Private Fund GAV* 0
Avg Account Size 396,160 28%
High Net Worth 45.14% -5%
SMA’s Yes
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)

Recent News

Reported AUM

728M 624M 520M 416M 312M 208M 104M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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