Sign in
Create a free account
CORNERSTONE WEALTH MANAGEMENT
SAN DIEGO, CA
858-676-1000
SEC #801-56735Total AUM
$182.6M
Employees
5Clients
77Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
16935 WEST BERNARDO DRIVE
SUITE 260
SAN DIEGO
CA 92127
United States
SUITE 260
SAN DIEGO
CA 92127
United States
Operating Hours
8 AM TO 5 PM
Monday - Friday
Monday - Friday
Phone
858-676-1000
Financials
Total AUM
$182.6M
Accounts
322Discretionary
$179.1M
Accounts
305Non-Discretionary
$3.5M
Accounts
17
Clients
Individual Clients
29AUM
$8.6M
HNW Individual Clients
46AUM
$135.1M
Pooled Vehicle Clients
1AUM
$36.8M
Charitable Organization Clients
1AUM
$2.1M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
OCCASIONAL FEE SHARING WITH UNDERLYING MONEY MANAGERS
Compliance
Disclosures
None reported
State Registrations
CATX
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.