CORNERSTONE WEALTH ADVISORS, INC.
SEC Form ADV profile.
Total regulatory AUM
$608,657,729
Discretionary
$587,540,426
Non-discretionary
$21,117,303
Firm details
- CRD number
- 124947
- SEC file number
- 801-61799
- Main office
- EDINA, MN, United States
- Employees
- 8
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.