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Building 2CORNERSTONE WEALTH ADVISORS, INC.

Map pinEDINA, MN
Phone(952) 920-3900
NotebookSEC #801-61799
Total AUM
$608.7M
Employees
8
Clients
337

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3300 EDINBOROUGH WAY
SUITE 450
EDINA
MN 55435
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
(952) 920-3900

ReceiptFinancials

Total AUM
$608.7M
Accounts
1,479
Discretionary
$587.5M
Accounts
1,444
Non-Discretionary
$21.1M
Accounts
35

ContactClients

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Individual Clients
163
AUM
$100.3M
HNW Individual Clients
173
AUM
$501.1M
Charitable Organization Clients
1
AUM
$7.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLLAMNNMTXVAWI

HandshakeAffiliates

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

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