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Building 2CORNERSTONE WEALTH ADVISORS, INC.

Map pinCARLSBAD, CA
Phone760-476-1376
NotebookSEC #801-132490
Total AUM
$145.6M
Employees
4
Clients
157

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1808 ASTON AVENUE
SUITE 150
CARLSBAD
CA 92008
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
760-476-1376
Other Offices
2

ReceiptFinancials

Total AUM
$145.6M
Accounts
425
Discretionary
$140.1M
Accounts
423
Non-Discretionary
$5.5M
Accounts
2

ContactClients

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Individual Clients
105
AUM
$25M
HNW Individual Clients
50
AUM
$117M
Pension/Profit Sharing Plan Clients
1
AUM
$3.5M
Charitable Organization Clients
1
AUM
$130K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CASCTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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