CORNERSTONE WEALTH ADVISORS, INC.
SEC Form ADV profile.
Total regulatory AUM
$145,630,000
Discretionary
$140,130,000
Non-discretionary
$5,500,000
Firm details
- CRD number
- 309544
- SEC file number
- 801-132490
- Main office
- CARLSBAD, CA, United States
- Employees
- 4
- SEC status
- Approved
- Website
- HTTP://WWW.CWAINVESTORS.COM/
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.