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Building 2CORNERSTONE WEALTH MANAGEMENT

Map pinWESTLAKE, OH
Phone440-899-4000
NotebookSEC #801-51066
Total AUM
$628.7M
Employees
8
Clients
463

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
27366 CENTER RIDGE ROAD
WESTLAKE
OH 44145
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
440-899-4000

ReceiptFinancials

Total AUM
$628.7M
Accounts
1,173
Discretionary
$620.6M
Accounts
1,160
Non-Discretionary
$8.1M
Accounts
13

ContactClients

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Individual Clients
272
AUM
$81.3M
HNW Individual Clients
104
AUM
$346.2M
Pension/Profit Sharing Plan Clients
9
AUM
$5M
Charitable Organization Clients
7
AUM
$18.7M
Corporation or Business Clients
71
AUM
$177.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLGAKYLAMINHNJOHTX

HandshakeAffiliates

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

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